Relationship Officer

15 hours ago

Delhi, India Kavya Management Services Full time

Delhi, Gurugram, Bhopal, Indore, Mumbai, Chhatribagh, Uttan

Job Profile:
Position is on the payrolls of Aditya Birla Sunlife Insurance.
Position will be mapped to the respective HDFC Branches per geography based business
requirements
Core responsibility is to generate insurance business through HDFC branch walk-in customers
and by closing out bound leads generated by the branch staff for the assigned branch
Providing support to branch profitability by selling ABSLI Insurance product through different
acquisition channels in the catchment area
Will be responsible for achieving monthly sales target assigned:
1. NOP - Number of policies
2. FYP - First Year premium
3. Staying ahead of competition in term of NOP & FYP due to Open Architecture
4. Persistency - Recurring payments
5. Zero customer complaints - Manage customer complaints & resolve them within
specific TAT and ensure quality customer service is delivered
Consolidation of market share within Life Insurance in existing markets and generate
penetration in new markets
Build strong professional synergies with the Banking partner
Key Expectations:
Managing Bank customers requirements with the best available services and products
Demonstrate excellent knowledge of insurance and banking products
Communicate any product changes, process change or change in rules and regulations (internal /
IRDA) with the help of training modules to the banking partners
Manage the relationship with the banking partner across levels to deliver desired results
Support all sales and service aspects including sales calls, policy issuance and complaint
management
(mandatory)
Attitude & Skill Set
Should be professionally presentable at all times
Should be high on communication
Should possess a strong ability to Influence internal & external customers
Should be able to develop strong professional relationships across levels of the partner bank
Should be willing to travel within the assigned geography as required
Desired profile of the
- Experience- 1 - 5 Years- Salary- 2 Lac 25 Thousand To 5 Lac 50 Thousand P.A.- Industry- Financial Services / Banking, Investments / Insurance / stock market / Loan- Qualification- B.A, B.Com, M.B.A/PGDM- Key Skills- Direct Marketing Wealth Management Private Banking Finance Direct Sales Banking Sales Insurance Agent BFSI Relationship Officer Customer Relationship Client RelationshipAbout Company
- Contact Person- Mr. Sunil Chaurasiya- Address- G-36 GNS Plaza near Redisson Hotel Greater Noida- Mobile- 9953579933

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