Salary20,000 - 60,000 INR (PA)
Job TypeFull Time
Job Location Chennai,Tamil Nadu,India • Gurgaon,Haryana,India


Relationship Management client servicing wealth management business development team handling account management
0 to 10 Years
Functional Area
Sales / Business Development / Client Servicing

Relationship Manager (Bancassurance Channel)

Location : Chennai & Coimbatore&Erode

Job Description : Relationship Manager (Bancassurance Channel

1.Sales: Accept leads generated from in-branch lead generators as well as warm leads provided by the from the database as well as generate own leads. Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the companys product range, gain customer agreement to purchase, accurately complete sales documentation.

2. Incentive programs: Cascade the incentive programs & ensure complete success in implementation of the same. Sales completion process: Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document, New markets/segments: Explore opportunities to develop new markets/ segments in line with company sales strategy from time to time.

3. Cross Sell/ Up-Sell: Build a good customer base in order to explore opportunities to cross-sell & up-sell, Obtain referral to further prospects where appropriate.

4. Relationship Building:Build long term relationship with the staff & clients by responding appropriately to all /client queries either directly received or      forwarded by the service company. Know all the branch managers, relationship managers & employees of all assigned branches on a personal          level.

5. Customer Relationship Management: Arrange meetings of branch managers & staff with existing clients at least once a year, acknowledging birthdays & anniversaries to review their financial circumstances & life insurance needs as well as to obtain referrals to further prospects.

6. After Sales Service: Accept & follow up on suggestions, request & complaints received from clients, ensure claim requests are serviced

7. Performance review: Proactively ensure performance review by submitting various sales reports as per agreed frequencies in order to ensure performance targets are achieved & exceeded, ensure meetings with manager to agree on targets & to review performance. Use these forums to discuss issues of business development.

8. Training & Development: Participate in relevant training arranged by the company, take initiative to keep abreast of developments in products & services, company policies, procedures, sales process & organization. Keep up to date with market developments by reading newspapers, journals & through personal contacts. Deliver the snap modules at branch level as formulated by the training team

9. Supporting colleagues & sales team: Support other Relationship Managers and thesales team where requested by the sales manager by coaching them in company knowledge, products, services & selling skills, accompanying them on client visits & modeling relevant behavior.

Disha Career Services
Disha Career Services
Sector-63, Noida
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