Relationship Associate

4 days ago


Moradabad, India Amrit Consultancy Pvt Ltd Full time
JOBSUMMARY:Takesresponsibility of fulfilling leads & prospecting newbusiness from the assigned areas/ branches of channelpartner KEYRESPONSIBILITIES: Establishing & strengthening relationship with branchmanager & staff to gain leads fromthem. Involvement in work site activities(putting up stalls and making presentations incorporate. Closing sale and following up onissuance. Increasing bank s customerawareness about Life Insurance solutions and achieve the targetedpenetration on cross sell within the branch s customerbase. Drive effectively the Reward andrecognition programs launched for the bankstaff. Train the bank staff regularly onconcepts in life insurance and new productintroductions.MEASURES OFSUCCESS:Adjusted MFYP (Modal first year premium) Number ofpolicies BusinessLeakage includingcancellations 15thMonth collectionMINIMUM/SPECIFICEXPERIENCE: Graduate/ Post Graduate in anydiscipline 0.6 to 2/2 to 3/34 years ofexperience in sales for 5/ 5ArespectivelyGood communication skills English & regional language(mandatory) Preferably has ownconveyance

bancassurance,prospecting,crosschannel marketing,business acquisition financing,lifeinsurance,business loans,whole life insurance,corebanking,training,banking relationships,upselling andcross-selling,insurance,communication skills,insurance claims,termlife insurance,relationship building,presentation,sales,customerawareness,branchless banking,branch management,insurancebackground,direct banking,cross selling



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