Relationship Manager

2 days ago

Allahabad Lucknow Ludhiana, India Mancraft Consulting Full time ₹ 5,00,000 - ₹ 15,00,000 per year


Job Description:

Key Roles & Responsibilities

  • The job holder is a key member of a team responsible for managing the Niva Bupa regional
  • Sales through the Bancassurance partner. The job holder will work closely with the partner channel, particularly branch managers of the Banca partners,
  • Customer Service and across the business to ensure the timely delivery of high value, high quality services to Banca beneficiaries.
  • 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 bank's 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
  • 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 bank's 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 MBHI 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

Key Requirements - Education & Certificates  

  • A graduate degree holder in any discipline

Key Requirements - Experience & Skills  

  • 2-3 years of experience, preferably in Life / General Insurance Bancassurance only).
  • Relationship Management/ Investment & Wealth Advisory (Banks)
  • knowledge of insurance domain specially in bancassurance sales

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