Responsible for preparing and maintaining insurance policy records. Also handled the tasks of checking premium records on a regular basis Assisted Insurance sales team in achieving monthly sales target. Provided support to insurance sales financial department and handled additional duties and responsibilities as required
Target Achievement
Drive sales and achieve targets through the bank branches Sales Support
Support the Customer Relationship Officer in the branch for his/ her sales effort, in terms of generating benefit illustrations, accompanying on client calls Relationship Management
Bank is the key customer of the Business Development Manager, and he/she must engage an open and trusting relationship with the Branch Managers/officers/staff
Engage the employees of the bank branches in regular discussions to transfer knowledge about insurance.
Ensure that all service Lead Generation
Spearhead all lead generation initiative from the bank whether through walk-in, data mining, referrals, etc.
Experience : 1 – 7 Years
No. of Openings : 50
Education : Any Bachelor Degree
Role : Banking Relationship Manager
Industry Type : Banking / Financial Services / Stock Broking
Gender : [ Male / Female ]
Job Country : India