Relationship Manager - Bank Of India

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