Job Description - Will be responsible for meeting sales target through Bank s FOS. - Will be responsible for maintaining relationships with all constituents in the Bank Branch - Keeping accurate record of referrals received form all constituents in the bank branch. - Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered. - Shall approach him/herself at least 5 new customers in the bank branch each day. - 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. - Shall train the bank staff regularly on concepts in life insurance and new product introductions. - Achieving Business Target milestones - AFYP / Blended premium, and no. of cases. - Relationship with Bank Branch Manager - Effective Lead generation and meet value / number targets
Job Title
Relationship Associate - Bancassurance