
Relationship Officer-Banca channel
4 weeks ago
Canara Hsbc life insurance co,ltd
Designation-RO
CTC-4 lpa
Here's a more detailed breakdown of their responsibilities:
- Relationship Management:Building and maintaining strong relationships with bank partners, including branch managers and employees.
- Sales Support:Providing guidance and training to bank staff on insurance products, sales techniques, and related processes.
- Lead Generation:Helping bank partners identify and generate leads for insurance products.
- Sales Target Achievement:Working with bank partners to achieve sales targets and quotas for insurance products.
- Product Knowledge:Staying up-to-date with insurance products, regulatory requirements, and industry trends.
- Compliance:Ensuring compliance with all relevant regulations and policies.
- Data Management:Tracking sales data, managing leads, and providing reports on performance.
- Customer Interaction:Potentially interacting directly with customers to understand their needs and recommend appropriate insurance solutions.
In essence, Relationship Officers in Bancassurance play a crucial role in driving insurance sales through the bank channel, building strong partnerships, and ensuring compliance
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