Relationship Officer

1 month ago


Kolkata West Bengal, India Keshav Encon Full time

**Role Summary**:
This position will be responsible for driving profitable business by implementing the right distribution & sales strategies across the zone. It will also be responsible for building & maintaining strong business relationships with senior management of the bank and co-create strategies for various business parameters.

**Key Focus areas**:

- Lead generation for Life Insurance business in the Branches.
- Going on sales/customer calls to meet with customers and sell various products to them
- Achieve targets set by the management for various business segments e.g. New Business, Persistency, SP Activation, Product Mix etc.
- Establishing & strengthening relationship with Branch head & staff to gain mindshare for Life Insurance Business.
- Network and build your connections with both present and potential clients
- Involvement in work site activities (putting up stalls and making presentations in corporate).
- Working, engaging and connecting with customers along with Bank’s SP.
- Ensure First Time Right for login of all the proposal forms and ensure adequate training is provided to branch staff on the Ops process and workflows.
- Ensure discrepancies are removed for issuance of policies within the prescribed TAT.
- Drive effectively the Reward and recognition programs launched for the branch staff.
- Train the branch staff regularly on all products
- Bethe first point of contact for the customer to authenticate the concerns raised and validate with authorities
- Exercise due diligence at the first level to prevent unauthorized/ fraudulent transactions
- Ensure regulatory adherence and ethical practices

**Qualifications & Competencies**:

- **Graduate/ Post Graduate** in any discipline
- **At least 2 to 4 years of Life Insurance experience in Bancassurance channel with exposure to open architecture**:

- Good communication skills - English & regional language (mandatory)
- Should be a go-getter who is outcome driven, confident and flexible
- Capable to multi task and deliver basis targets assigned

**Job Types**: Full-time, Permanent

**Salary**: ₹500,000.00 - ₹550,000.00 per year

**Experience**:

- total work: 2 years (preferred)

Work Location: In person


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