Relationship Officer

Target Achievement

• Drive sales and achieve targets through the bank branches

Sales Support

• Support the Customer Relationship Officer in the branch for his/ her sales effort, in terms of generating benefit illustrations, accompanying on client calls

Relationship Management

• Bank is the key customer of the Business Development Manager, and he/she must engage an open and trusting relationship with the Branch Managers/officers/staff
• Engage the employees of the bank branches in regular discussions to transfer knowledge about insurance.
• Ensure that all service

Lead Generation

• Spearhead all lead generation initiative from the bank whether through walk-in, data mining, referrals, etc.

KEY PERFORMANCE INDICATORS

• Achieving sales targets
• Activate & Penetrate branches for Insurance Sales
• Arranging training programs for bank staff on products and selling skills
• Increasing productivity of bank branch

• Achievement of Monthly / Quarterly / Half yearly and Annual Sales Target

PREFERRED CREDENTIALS

0-1 years In Insurance / Banking / Finance / FMCG / NBFC / Pharma Sales and Freshers.

Below 35 Years

Graduates / MBAs of formal education is desirable.

• Result Orientation
• Leadership Skills
• Customer Orientation
• Interpersonal and Communication Skills
• Energy, Drive and Initiative
• Cost and Quality Consciousness