Relationship Officer – Banca

from 1 to 6 year(s) of Experience
₹ Not Disclosed by Recruiter

Job Description

Roles and Responsibilities

One of growing Life insurance company hiring for Banca Channel.

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.

Desired Candidate Profile

Candidate should be from Banca Channel with Life Insurance company. 
Should have good communication skills and good track record. 
Should be smart and go-getter. 
Should have 1 yr experience in Banca Channel. 
Should be graduate. 

Job Location - Panvel, Kharghar, Chembur, Kurla, Vikhroli, Ghatkoper, Mulund, Thane, Kalyan - Titwala, Andheri - Bandra, bhayandar, Mira Road

Role:Client Relationship Manager

Salary: Not Disclosed by Recruiter


Functional Area:Sales, Retail, Business Development

Role Category:Channel Sales

Employment Type:Full Time, Permanent


UG:Any Graduate in Any Specialization

PG:Post Graduation Not Required

Doctorate:Doctorate Not Required

Company Profile


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Recruiter Name:Archana