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Relationship Officer

0 - 3 years

1 - 2 Lacs

Posted:5 hours ago| Platform: Naukri logo

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Work Mode

Work from Office

Job Type

Full Time

Job Description

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

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Insurance

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