Relationship Manager, Banca Channel (Malappuram, Kozhikode)
IDBI Federal Life Insurance Co Ltd - Calicut, Kerala
1. Sales Accept leads generated from in-branch lead generators as well as warm leads provided by the bank from the database as well as generate own leads. Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the company s product range, gain customer agreement to purchase, accurately complete sales documentation. 2.
Incentive programs Cascade the incentive programs ensure complete success in implementation of the same 3. Sales completion process Responsible for sales completion by facilitating completion of medical reports ensuring prompt issue of policy document 4. New markets/segments Explore opportunities to develop new markets/ segments in line with company sales strategy from time to time 5. Cross Sell/ Up-Sell Build a good customer base in order to explore opportunities to cross-sell up-sell, Obtain referral to further prospects where appropriate.
6. Relationship Building Build long term relationship with the bank staff clients by responding appropriately to all bank/client queries either directly received or forwarded by the service company. Know all the branch managers, relationship managers employees of all assigned branches on a personal level 7. Customer Relationship Management Arrange meetings of banks branch managers staff with existing clients at least once a year, acknowledging birthdays anniversaries to review their financial circumstances life insurance needs as well as to obtain referrals to further prospects.
8. After Sales Service Accept follow up on suggestions, request complaints received from clients, ensure claim requests are serviced 9. Performance review Proactively ensure performance review by submitting various sales reports as per agreed frequencies in order to ensure performance targets are achieved exceeded, ensure meetings with manager to agree on targets to review performance. Use these forums to discuss issues of business development.
10. Training Development Participate in relevant training arranged by the company, take initiative to keep abreast of developments in products services, company policies, procedures, sales process organization. Keep up to date with market developments by reading newspapers, journals through personal contacts. Deliver the snap modules at bank branch level as formulated by the training team 11.
Supporting colleagues bank sales team Support other Relationship Managers and the bank sales team where requested by the sales manager by coaching them in company knowledge, products, services selling skills, accompanying them on client visits modelling relevant behaviour. TimesJobs.com - 10 months ago