Relationship Officer - Sales - Insurance (1-3 yrs) Goa (BFSI Sales)

Serving Skill

  • Margao, Goa
  • Permanent
  • Full-time
  • 1 month ago
KEY RESPONSIBILITIES:- Will be responsible for meeting sales target through Bank nearby Margao- 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 local to Margao 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 rain the bank staff regularly on concepts in life insurance and new product introductions.MEASURES OF SUCCESS :- Achieving Business Target milestones AFYP / Blended premium, and no. of cases.- Relationship with Bank Branch Manager- Effective Lead generation and meet value / number targets assigned from Panaji head officeMINIMUM / SPECIFIC EXPERIENCE :- Graduate in any discipline- 1 to 2 yrs of overall exp. in sales with a minimum of 6 months work experience in the fields of Banca, Life insurance sales management, Retail bank distribution, and Channel Management and/or DSA relationship.- Local area knowledge of Margao Goa for customer meetings and document collections.- Good communication skills and presentation skills. (ref:updazz.com)

updazz .com

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