Client Relationship Professional

2 days ago


Kanpur, Uttar Pradesh, India beBeeAchievement Full time ₹ 15,00,000 - ₹ 28,00,000

Job Title: Relationship Associate

Job Description">
  • The successful candidate will be responsible for meeting sales targets through effective relationship-building with constituents in the Bank Branch.
  • Key responsibilities include maintaining accurate records of referrals received from constituents, adhering to agreed-upon TATs, and approaching at least 5 new customers per day.
  • Additionally, the individual will drive customer awareness about Life Insurance solutions, achieve targeted penetration on cross-selling within the branch's customer base, and train bank staff regularly on life insurance concepts and new product introductions.
  • Effective lead generation and meeting value/number targets are also essential components of this role.
Required Skills and Qualifications">
  • Any Graduate degree or equivalent
  • Any Postgraduate degree or equivalent
  • Strong communication and interpersonal skills
  • Ability to work effectively in a team environment
Benefits">
  • Full-time, permanent employment
  • Role category: Life Insurance
Others">
  • Relationship with Bank Branch Manager
  • Industry type: Insurance
  • Department: BFSI, Investments & Trading


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