Bank Relationship Officer

Role & responsibilities

Identify & conduct daily sales calls for financial planning sessions with clients

Acquire customers and generate the targeted amount of premium

Deliver Complete Product Information to Customers

Monitor & fulfill prospect and customer leads provided by the company for new business or cross sell opportunity

Cross sell and upsell products to existing customers & build portfolios

Manage the relationship with customers to ensure persistency & renewals

Ensure adherence to all sales systems, operational, underwriting, compliance guidelines & ensure accurate data capture

Ensure the delivery of all S&D and financial KPI defined for the role

Ensure adhere to the defined sales process, AML & KYC guidelines, code of conduct & rules of the company

Preferred candidate profile

• Age 32 yr Max
• Exp 1-3 year Exp
• Preferably from Bancassurance or Banking with insurance as cross sales product.
• Can be look from NBCFs or Broking companies.
• Must not be a frequent job changer
• Must have a decent personality with good communication skills

Interested may connect at 7889186708 or can share cv at Pooja.29@adityabirlacapital.com