Relationship Officer | Banca Assurance| Ubi Bank |1 | 7 Years|

Ahmedabad, Kottayam, Thrissur, Jhabua, Ratnagiri, Amritsar, Mansa

Company Details - Life Insurance Company Ltd.

Post:- Bancassurance

Salary:- 1.5LPA to 3LPA

Key Accountabilities (List the expected end results or KPIs that the job holder is

expected to achieve for this job.)

1. Sales: Accept leads generated from in-branch lead generators as well as warm

leads provided by the bank from the database as well as generate own leads. Make

appointments, explore the customer’s financial needs in life-related investment and

insurance needs areas, select appropriate product to meet these needs from the

company’s product range, gain customer agreement to purchase, accurately complete

sales documentation.

2. Incentive programs: Cascade the incentive programs & ensure complete success

in implementation of the same

3. Sales completion process: Responsible for sales completion by facilitating

completion of medical reports & ensuring prompt issue of policy document

4. New markets/segments: Explore opportunities to develop new markets/ segments

in line with company sales strategy from time to time

5. Cross Sell/ Up-Sell: Build a good customer base in order to explore opportunities

to cross-sell & up-sell, Obtain referral to further prospects where appropriate.

6. Relationship Building:

– Build long term relationship with the bank staff & clients by responding

appropriately to all bank/client queries either directly received or forwarded by the

service company.

– Know all the branch managers, relationship managers & employees of all assigned

branches on a personal level

7. Customer Relationship Management: Arrange meetings of banks branch

managers & staff with existing clients at least once a year, acknowledging birthdays &

anniversaries to review their financial circumstances & life insurance needs as well as to

obtain referrals to further prospects.

8. After Sales Service: Accept & follow up on suggestions, request & complaints

received

Experience
1 - 7 Years

Salary
1 Lac To 3 Lac P.A.

Industry
Financial Services / Banking, Investments / Insurance / Stock Market / Loan

Qualification
Other Bachelor Degree

Key Skills
Banca Assurance Executive Insurance Advisor