Relationship Manager

2 weeks ago

Haldwani Jaunpur Kanpur, India Niva Bupa Full time ₹ 3,00,000 - ₹ 4,50,000 per year

Role & responsibilities

  • Achieve assigned annual target of the branch by driving sales across all customer segments- Business mix in terms of blended premium & no. of cases.
  • Maintain cordial relationship across all ranks and files of the branch and resolve escalations with in TATs.
  • Support NBFCs sales force in terms of various activities like o Joint sales calls to generate Leads
  • Update branch manager on accurate records of referrals received from all constituents of the branch o Adhere to the TATs on first customer contact & follow ups from the date the lead is being registered o Service branch customers for any query.
  • Regular product training / refresher to the sales force of the branch
  • Ensure activation of NBFCs sales force on a weekly, fortnightly, and monthly basis
  • Drive productivity by right advising of health insurance solutions
  • Measure penetration across relationship manager, client base / branch base
  • Update NBHI lead management system Engage in branch customer awareness program and explore every possible opportunity to bundle the health insurance proposition Create mindshare across branch leadership team
  • Drive effectively the Reward and recognition programs launched for the bank staff

Preferred candidate profile

  • Must have exp into Banca/TPD/NBFC
  • Prefer localites

Perks and benefits CTC Upto 4.5 LPA + Performance Bonus Traveling Allowance and other Monitory Benefits

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