Relationship Officer- Bancassurance

1 week ago

Rajahmundry, India Skywings Advisors Full time

From 1 to 4 year(s) of experience
- ₹ Not Disclosed by Recruiter
- Rajahmundry, Ongole, Vijayawada, Visakhapatnam, Guntur, Machilipatnam, Kurnool, Bapatla, Nellore**Roles and Responsibilities**

Work closely & jointly with Banc assurance channel partner to ensure CHOICe achieves its business aspiration in line with the AOP Targets (New & Customer Retention )as stated in individual objective setting sheets. Support channel partner in delivering higher levels of productivity and facilitate the process of Submission -to
- Issuance within mutually agreed timelines. Protect Customer & CHOICe interests by ensuring processes /systems in-use; comply with regulatory & internal guidelines. Effectively manage channel partner expectations & improve the quality of Relationship Management to build a mutually benefiting model. Key responsibilities of the job holder are: Business Development | Execution - Implementation of Sales & Customer Retention Strategies | Relationship Management. The said role requires the Job Holder to balance Customer Servicing activity along with Sales Acquisition, while ensuring, the necessary growth as per AOP coupled with Highest Persistency.

Principal Accountabilities: Key activities and decision making areas Typical Targets and Measures
- Impact on the Business

To Achieve channel wise targets.(New & Customer Retention)

To Achieve desired Branch & LBS Activation targets.

To Create a healthy Product Mix with traditional >50%

To Create a healthy pool of lead generators across branches.

Achieve new business premium as per AOP targets rolled out by SSBD and defined SFM

Achieve Traditional Product Mix target

Achieve Customer Retention targets for the portfolio.

Achieve targets as prescribed for RM activation (HSBC) & Branch/LBS activation for Canara/OBC

Ensure timely PIR reporting and NIL PIR pending

Customers / Stakeholders

Provide support to BM/LBS at the ground level. Make joint Field calls and motivate them to achieve targets.

Provide support and training for timely Submission, Pendency, and Issuance management.

Conceptualize and implement local business development initiatives for lead generation and focused sales.

Provide key inputs on business health to Branch Heads and agree on tactical initiatives to increase lead generators & their contribution.

Ensure Customer Complaints

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