Senior Client Engagement Specialist

6 days ago


Lucknow, Uttar Pradesh, India beBeeRelationship Full time ₹ 9,00,000 - ₹ 12,00,000
Job Title: Senior Relationship Manager - Virtual Bancassurance HDFC

A Senior Relationship Manager is required to provide support in the sales of life insurance business through bank customers at bank branches across assigned locations. The role involves achieving pre-set business targets on various key performance indicators, such as case count, active branch, and active sales staff.

Key Responsibilities:
  • Achieve pre-set business targets on WNBP, persistency, case count, active branch, active sales staff, and various KPIs for designated branches
  • Work jointly with the Branch Manager on Business Implementation plan
  • Driving and motivating the branch staff and providing support for logging in applications sourced
  • Tapping the right database of the branch and ensure authentic documentation
  • Build relationship with the HDFC branch staff and ensure the business targets and Productivity targets of the allocated branches are met effectively
  • Prospect and meet customers within and outside the Branch as when required
  • To develop, agree, and implement short-term and long-term plans to achieve sales targets
  • To achieve branch staff activation targets
  • Work collectively with HDFC staff and conduct joint sales calls as a team to achieve business nos.
  • Seek commitment from the partner towards achievement of business objective


Required Skills:
  • Product/Subject matter expertise
  • Business perspective & planning
  • Finance / Insurance industry awareness
  • Self-management
  • Problem-solving skills
  • Peer level co-ordination and influencing skills


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