Relationship Officer

6 days ago

Jodhpur, Rajasthan, India SkillLabs Full time ₹ 6,00,000 - ₹ 12,00,000 per year

Execution

  • Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business
  • Conduct trainings at the branch for all banking partners around regulatory guidelines and products.
  • Plan for activation of branches through R&R activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography

Relationship Management

  • Drive the campaign/contest for the Bank to drive sales in profitable segments.
  • Assist banking partners in pitching product to crucial customers & driving sales closure for the same.
  • Identify cross sell opportunities for existing customers

Service Orientation

  • Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc.
  • Gather relevant documents from customer post sales and submit the same to operations team; gather additional data/documents as required
  • Resolve operational issues faced by the partners to ensure smooth experience.
  • Provide support for cancellation requests, policy endorsements; process & track such requests in coordination with internal ops team

Candidate Profile Required

  • Minimum 1-2 Years of Sales experience Banca Insurance Sales
  • Individual Performer

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