Relationship Associate - Branch Banking

 JOB SUMMARY:

Takes responsibility of fulfilling leads & prospecting new business from the assigned areas/ branches of channel partner

KEY RESPONSIBILITIES:

• Establishing & strengthening relationship with branch manager & staff to gain leads from them.


• Involvement in work site activities (putting up stalls and making presentations in corporate.a


• Closing sale and following up on issuance.


• Increasing bank’s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch’s customer base.


• Drive effectively the Reward and recognition programs launched for the bank staff.


• Train the bank staff regularly on concepts in life insurance and new product introductions.

MEASURES OF SUCCESS:

• 
  
  
  
  • Adjusted MFYP (Modal first year premium)
  
  
  • Number of policies
  
  
  • Business Leakage including cancellations
  
  
  • 15th Month collection
  
  
  
  

MINIMUM/SPECIFIC EXPERIENCE: 

• Graduate/ Post Graduate in any discipline


• 0.6 to 2/2 to 3/3-4 years  of experience in sales for 5/ 5Arespectively


• Good communication skills – English & regional language (mandatory)


• Age group: 21-28 years


• Preferably has own conveyance

 JOB SUMMARY:

Takes responsibility of fulfilling leads & prospecting new business from the assigned areas/ branches of channel partner

KEY RESPONSIBILITIES:

• Establishing & strengthening relationship with branch manager & staff to gain leads from them.


• Involvement in work site activities (putting up stalls and making presentations in corporate.a


• Closing sale and following up on issuance.


• Increasing bank’s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch’s customer base.


• Drive effectively the Reward and recognition programs launched for the bank staff.


• Train the bank staff regularly on concepts in life insurance and new product introductions.

MEASURES OF SUCCESS:

• 
  
  
  
  • Adjusted MFYP (Modal first year premium)
  
  
  • Number of policies
  
  
  • Business Leakage including cancellations
  
  
  • 15th Month collection
  
  
  
  

MINIMUM/SPECIFIC EXPERIENCE: 

• Graduate/ Post Graduate in any discipline


• 0.6 to 2/2 to 3/3-4 years  of experience in sales for 5/ 5Arespectively


• Good communication skills – English & regional language (mandatory)


• Age group: 21-28 years


• Preferably has own conveyance