Relationship Associate

16 hours ago


Mumbai, Maharashtra, India Max Financial Services Full time
Job Description

KEY RESPONSIBILITIES:

- Will be responsible for meeting sales target through Bank's FOS.
- Will be responsible for maintaining relationships with all constituents in the Bank Branch
- Keeping accurate record of referrals received form all constituents in the bank branch.
- Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered.
- Shall approach him/herself at least 5 new customers in the bank branch each day.

- Increasing bank's customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch's customer base.
- Drive effectively the Reward and recognition programs launched for the bank staff.
- Shall train the bank staff regularly on concepts in life insurance and new product introductions.

MEASURES OF SUCCESS:

- - Achieving Business Target milestones - AFYP / Blended premium, and no. of cases.

- Relationship with Bank Branch Manager

- Effective Lead generation and meet value / number targets

KEY RESPONSIBILITIES:

- Will be responsible for meeting sales target through Bank's FOS.
- Will be responsible for maintaining relationships with all constituents in the Bank Branch
- Keeping accurate record of referrals received form all constituents in the bank branch.
- Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered.
- Shall approach him/herself at least 5 new customers in the bank branch each day.

- Increasing bank's customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch's customer base.
- Drive effectively the Reward and recognition programs launched for the bank staff.
- Shall train the bank staff regularly on concepts in life insurance and new product introductions.

MEASURES OF SUCCESS:

- - Achieving Business Target milestones - AFYP / Blended premium, and no. of cases.

- Relationship with Bank Branch Manager

- Effective Lead generation and meet value / number targets

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