Senior Client Relationship Executive

1 week ago

Morādābād, Uttar Pradesh, India beBeeAccount Full time ₹ 9,00,000 - ₹ 12,00,000
Job Description

Role Overview

As a Corporate Account Manager, you will play a pivotal role in driving sales of life insurance business through bank customers at assigned locations.

The ideal candidate will have excellent communication and interpersonal skills, with the ability to build strong relationships with internal teams and channel partners.

Key responsibilities include:

  • Providing support in sales of life insurance business through bank customers at bank branches across assigned locations.
  • Working jointly with the Branch Manager on Business Implementation plan.
  • Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced.
  • Building relationship with the Bank Sales/ operations team and ensuring the business targets and Productivity targets of the allocated branches are met effectively.
  • Prospecting and meeting customers within and outside the Branch as when required.
  • Developing, agreeing, and implementing short-term and long-term plans to achieve sales targets.
  • Achieving branch RM activation targets.
  • Working collectively with Bank Sales / operations team and conducting joint sales calls as a team to achieve business numbers.
  • Seeking commitment from the partner towards achievement of business objectives.

Required Skills and Qualifications

To be successful in this role, you will need:

  • Product/subject matter expertise.
  • Business perspective and planning.
  • Finance/insurance industry awareness.
  • Self-management.
  • Problem-solving skills.
  • Peer-level coordination and influencing skills.

Benefits

As a Corporate Account Manager, you will enjoy:

  • Opportunities for professional growth and development.
  • A dynamic and supportive work environment.
  • Competitive salary and benefits package.

Others

Additional responsibilities may include:

  • Ensuring compliance to internal sales process and other compliance standards.
  • Being a process and product champion to ensure adherence to policies and procedures to cultivate a compliance culture in the team.
  • Adhering to the Training Roadmap.
  • Providing timely reports to the Supervisor as per requirement.
  • Adhering to the TALIC code of conduct.

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