Relationship Manager Banca

IDBI Federal Life Insurance Co. Ltd.
  • Chennai, Coimbatore, Guntur, Mangalore, Vijaywada
  • 2-3 lakh
  • 1-6 years
  • Views
  • 21 Sep 2018

  • Sales & Marketing

  • Insurance
Job Description

Location :  Coimbatore, Anantapur, Guntur, Rajahmundry ,Chennai, Mysore Position : Relationship manager Job Description: 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 customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the companys 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. Sales completion process: Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document, New markets/segments: Explore opportunities to develop new markets/ segments in line with company sales strategy from time to time. 3. 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. 4. 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. 5. 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. 6. After Sales Service: Accept & follow up on suggestions, request & complaints received from clients, ensure claim requests are serviced 7. Performance review: Proactively ensure performance review by submitting various sales reports as per agreed frequencies in order to ensure performance targets are achieved & exceeded, ensure meetings with manager to agree on targets & to review performance. Use these forums to discuss issues of business development. 8. Training & Development: Participate in relevant training arranged by the company, take initiative to keep abreast of developments in products & services, company policies, procedures, sales process & organization. Keep up to date with market developments by reading newspapers, journals & through personal contacts. Deliver the snap modules at bank branch level as formulated by the training team 9. Supporting colleagues & bank sales team: Support other Relationship Managers and the bank sales team where requested by the sales manager by coaching them in company knowledge, products, services & selling skills, accompanying them on client visits & modeling relevant behavior. Candidates from Insurance, BFSI  only apply


Job Posted By

Jeffrey Thomas
Agency Leader