Sr Relationship Officer – Bancassurance

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.