Customer Relationship Strategist

1 day ago

Rajkot, Gujarat, India beBeeRelationship Full time ₹ 9,00,000 - ₹ 12,00,000

Job Title: Relationship Manager

Overview:

The primary goal of this role is to drive sales of life insurance business through bank customers at branches across assigned locations.

Key Responsibilities:

  • Drive wallet share in allocated bank branches with a focus on product mix.
  • Achieve pre-set business targets on ANP, case count, active branch, and various KPIs for designated branches.
  • Work jointly with the Branch Manager to develop a Business Implementation plan.
  • Drive and motivate branch staff along with Bank RM to provide support for logging in applications sourced.
  • Tap into the right database of the branch to ensure authentic documentation.
  • Build relationships with the Bank Sales/operations team to ensure business targets and productivity targets of allocated branches are met effectively.
  • Prospect and meet customers within and outside the Branch as required.
  • Develop, agree, and implement short-term and long-term plans to achieve sales targets.
  • Achieve branch RM activation targets.
  • Work collectively with Bank Sales/operations team and conduct joint sales calls to achieve business numbers.
  • Seek commitment from partners towards achieving business objectives.

Skills and Qualifications:

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

Benefits:

This role offers opportunities for professional growth and development in a dynamic and challenging environment.

Others:

Ensure compliance to internal sales process & other compliance standards.

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