Insurance Relationship Manager

Job Description Roles and Responsibilities Sales of Life Insurance product to Bank customers at Bank branches across assigned locations. Prospect and meet customers within and outside the Bank Branch. Build relationship with the Bank sales/operations team and ensure the business targets and Productivity targets of the allocated branches...

KEY RESPONSIBILITIES   Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of in his/her allocated” book of relations” (existing customer database). Act as single point of contact for customers for any customer query/complaint. Identify financial...

KEY RESPONSIBILITIES   Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of in his/her allocated” book of relations” (existing customer database). Act as single point of contact for customers for any customer query/complaint. Identify financial goals of...

Position Relationship Manager Incumbent 1 Department Direct Sales Force Function Reporting to BRM Band 4 Location Team size (D/I) NA JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by...

JOB DESCRIPTION A. Position Overview Position Title Cluster Manager Department IDFC First Level/ Band Manager - 401 Role Summary : -Liase with Bank’s Regional officers and Zonal Officers and ensure alignment on Life Insurance Business -Visit zones and regions - interact with Zonal Officers, Cluster Officers...

Position Relationship Manager Incumbent 1 Department Direct Sales Force Function Reporting to BRM Band 4 Location Team size (D/I) NA JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company (called the Book...

JOB DETAILS1. To acquire customers for Current Account, Savings Account Products of the bank, from a pool of potential individuals, small businesses, trusts associations, societies and corporates2. To achieve and deepen business volume and numbers3. To cross-sell TPP like Insurance, Gold, Locker, FD, Asset Products etc4. To retain customers through efficient...

JOB DESCRIPTION A. Position Overview Position Title Cluster Manager Department IDFC First Level/ Band Manager - 401 Role Summary : -Liase with Bank’s Regional officers and Zonal Officers and ensure alignment on Life Insurance Business -Visit zones and regions - interact with Zonal Officers, Cluster Officers and Bank branch...

JOBDESCRIPTION A Position Overview Position Title Relationship Manager – HDFC Bank Tele Channel Department Partnership Distribution Level/ Band 201/204 Role Summary: ·Providesupport in Sales of Life Insurance business through bank customers at bankbranches across assigned locations B...

Key Responsibilities:Achieve sales goals by effectively matching clients with the right insurance solutions.Provide exceptional pre-sale and post-sale support, building long-term relationships with clients.Develop personalized insurance plans that align with each client's specific needs and budget.Connect with individuals and families to understand their...

JOBDESCRIPTION A Position Overview Position Title Key Account Manager Department Federal Bank Level/ Band Executive/209 Role Summary: Providesupport in Sales of Life Insurance business through bank customers at bankbranches across assigned locations B OrganizationalRelationships Reports To Cluster sales Manager ...

Role Description.- We are looking for a dynamic Relationship Management leader who is presently managing a. team of Relationship Managers in a Bank/NBFC/Insurance company and who can come and join us with a vibrant team and make the vertical successful.- The team is expected to build there own book primarily, but we will also provide digital lead. support...

Will be responsible for meeting sales target through Bank’s FOS. Will be responsible for maintaining relationships with all corporate salary team in the assigned Bank Branches Keeping accurate record of referrals received from all corporate salary team in the assigned bank branches. Shall adhere to agree TATs on first customer contact and...

JOB DESCRIPTION Job Title: Relationship Associate 5 Reporting To: Centre Manager Department: Strategic Alliances - DCB

JOB DESCRIPTION Position Title Assistant Relationship Manager Department Direct Distribution – Direct Sales Force Level/ Band Officer(102/103) Organizational Relationships Reports to Direct Sales Manager Job Dimensions Geographic Area Covered As per mapped branch & city Stakeholders - Internal DSF Sales Force ...

JOB DETAILSTo acquire customers for Current Account, Savings Account Products of the bank, from a pool of potential individuals, small businesses, trusts associations, societies and corporatesTo achieve and deepen business volume and numbersTo cross-sell TPP like Insurance, Gold, Locker, FD, Asset Products etcTo retain customers through efficient customer...

JOB DESCRIPTION Position Title Assistant Relationship Manager Department Direct Distribution – Direct Sales Force Level/ Band Officer (102/103) Organizational Relationships Reports to Direct Sales Manager Job Dimensions Geographic Area Covered As per mapped branch & city Stakeholders -...

KEY RESPONSIBILITIES :- Managing relationship with Axis Branch Sellers and thereby meeting target through Bank’s FOS Responsible for managing the leads generated from Branch and thereby convert into quality business. Must adhere to the process set and timely coordinate with Cluster Manager and Operations HUB. Ensuring minimal customer...

JOB DESCRIPTION Job Title: Relationship Associate 5 Reporting To: Centre Manager Department: Strategic Alliances - DCB

Key Responsibilities:Achieve sales goals by effectively matching clients with the right insurance solutions.Provide exceptional pre-sale and post-sale support, building long-term relationships with clients.Develop personalized insurance plans that align with each client's specific needs and budget.Connect with individuals and families to understand their...