Relationship Manager | Banca |
- Category: Bank Jobs
- Location: Dehradun, Uttarakhand
- Job Type: Full Time / Part Time
- Salary: Estimated: $ 17K to 32K
- Published on: 2025/09/21
Lead generation for Life Insurance business in the Branches.
Going on sales/customer calls to meet with customers and sell various products to them
Achieve targets set by the management for various business segments e.g. New Business, Persistency, SP Activation, and Product Mix etc.
Establishing strengthening relationship with Branch head staff to gain mindshare for Life Insurance Business. Network and build your connections with both present and potential clients Involvement in work site activities (putting up stalls and making presentations in corporate). Working, engaging and connecting with customers along with Banks SP. Ensure First Time Right for login of all the proposal forms and ensure adequate training is provided to branch staff on the Ops process and work flows. Ensure discrepancies are removed for issuance of polices within the prescribed TAT. Drive effectively the Reward and recognition programs launched for the branch staff. Train the branch staff regularly on all products Bethe first point of contact for the customer to authenticate the concerns raised and validate with authorities Exercise due diligence at the first level to prevent unauthorized/ fraudulent transactions Ensure regulatory adherence and ethical practices This job is provided by Shine.com
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