Relationship Officer - Kolkata, West Bengal, India - Keshav Encon

Keshav Encon

Verified Company

Kolkata, West Bengal, India

2 weeks ago

Posted by:

Deepika Kaur

beBee Recuiter

Description

Role Summary:

This position will be responsible for driving profitable business by implementing the right distribution & sales strategies across the zone.

It will also be responsible for building & maintaining strong business relationships with senior management of the bank and co-create strategies for various business parameters.

Key Focus areas:

Lead generation for Life Insurance business in the Branches.
Going on sales/customer calls to meet with customers and sell various products to them
Achieve targets set by the management for various business segments e.g. New Business, Persistency, SP Activation, Product Mix etc.
Establishing & strengthening relationship with Branch head & staff to gain mindshare for Life Insurance Business.
Network and build your connections with both present and potential clients
Involvement in work site activities (putting up stalls and making presentations in corporate).
Working, engaging and connecting with customers along with Bank's SP.
Ensure First Time Right for login of all the proposal forms and ensure adequate training is provided to branch staff on the Ops process and workflows.
Ensure discrepancies are removed for issuance of policies within the prescribed TAT.
Drive effectively the Reward and recognition programs launched for the branch staff.
Train the branch staff regularly on all products
Bethe first point of contact for the customer to authenticate the concerns raised and validate with authorities
Exercise due diligence at the first level to prevent unauthorized/ fraudulent transactions
Ensure regulatory adherence and ethical practices

Qualifications & Competencies:

-
Graduate/ Post Graduate in any discipline
-
At least 2 to 4 years of Life Insurance experience in Bancassurance channel with exposure to open architecture:

Good communication skills
English & regional language (mandatory)
Should be a gogetter who is outcome driven, confident and flexible
Capable to multi task and deliver basis targets assigned

Job Types:
Full-time, Permanent

Salary:
₹500, ₹550,000.00 per year

Experience:

- total work: 2 years (preferred)

Work Location:
In person