Relationship Associate

Year    Angul, Odisha, India

Job Description


JOB DESCRIPTIONJob Title: Relationship AssociateBand: 5Reporting To: Centre ManagerDepartment: Strategic Alliances - DCBJOB SUMMARY:Takes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to close Protection and annuity business.KEY RESPONSIBILITIES:

  • Lead generation at the time of account opening/service call being made to the customer
  • Establishing & strengthening relationship with Cluster head & staff to gain mindshare from them on protection and Annuity
  • Involvement in work site activities (putting up stalls and making presentations in corporate.
  • Working, engaging and connecting with HNI clients for one on one selling
  • Closing sale and following up on issuance.
  • Increasing bank\'s customer awareness about Life Insurance solutions and achieve the targeted penetration on Annuity and protection
  • Drive effectively the Reward and recognition programs launched for the bank staff.
  • Train the bank staff regularly on Annuity and Protection plan of Max Life
JOB DESCRIPTIONJob Title: Relationship AssociateBand: 5Reporting To: Centre ManagerDepartment: Strategic Alliances - DCBJOB SUMMARY:Takes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to close Protection and annuity business.KEY RESPONSIBILITIES:
  • Lead generation at the time of account opening/service call being made to the customer
  • Establishing & strengthening relationship with Cluster head & staff to gain mindshare from them on protection and Annuity
  • Involvement in work site activities (putting up stalls and making presentations in corporate.
  • Working, engaging and connecting with HNI clients for one on one selling
  • Closing sale and following up on issuance.
  • Increasing bank\'s customer awareness about Life Insurance solutions and achieve the targeted penetration on Annuity and protection
  • Drive effectively the Reward and recognition programs launched for the bank staff.
  • Train the bank staff regularly on Annuity and Protection plan of Max Life
JOB DESCRIPTIONJob Title: Relationship AssociateBand: 5Reporting To: Centre ManagerDepartment: Strategic Alliances - DCBJOB SUMMARY:Takes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to close Protection and annuity business.KEY RESPONSIBILITIES:
  • Lead generation at the time of account opening/service call being made to the customer
  • Establishing & strengthening relationship with Cluster head & staff to gain mindshare from them on protection and Annuity
  • Involvement in work site activities (putting up stalls and making presentations in corporate.
  • Working, engaging and connecting with HNI clients for one on one selling
  • Closing sale and following up on issuance.
  • Increasing bank\'s customer awareness about Life Insurance solutions and achieve the targeted penetration on Annuity and protection
  • Drive effectively the Reward and recognition programs launched for the bank staff.
  • Train the bank staff regularly on Annuity and Protection plan of Max Life
JOB DESCRIPTIONJob Title: Relationship AssociateBand: 5Reporting To: Centre ManagerDepartment: Strategic Alliances - DCBJOB SUMMARY:Takes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to close Protection and annuity business.KEY RESPONSIBILITIES:
  • Lead generation at the time of account opening/service call being made to the customer
  • Establishing & strengthening relationship with Cluster head & staff to gain mindshare from them on protection and Annuity
  • Involvement in work site activities (putting up stalls and making presentations in corporate.
  • Working, engaging and connecting with HNI clients for one on one selling
  • Closing sale and following up on issuance.
  • Increasing bank\'s customer awareness about Life Insurance solutions and achieve the targeted penetration on Annuity and protection
  • Drive effectively the Reward and recognition programs launched for the bank staff.
  • Train the bank staff regularly on Annuity and Protection plan of Max Life

Max Life Insurance

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Job Detail

  • Job Id
    JD3459239
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Angul, Odisha, India
  • Education
    Not mentioned
  • Experience
    Year