Relationship Officer - Branch Banking Mumbai

  • Location: Mumbai, Maharashtra, India

We have urgent openings for the position of Relationship Officer - Branch Banking with most of the leading life Insurance Companies in Banca Vertical.

Job Description:-

To drive insurance business through Banca channel.
• Handling bank branches of channel partner
• Interact with Banks cluster head bank employees and manage them on daily basis
• Ensuring that the persistency productivity is maintained, ensures quality of recruits hired in the team, maintains drives compliance at the zone.
• KRA also include training in Bank branches, Making Insurance HNI Calls, and review of Sales Managers with BM on regular intervals to ensure timely correction in case if required
• Maintaining various MIS for regular monitoring of sales and various contests and training of Channel Partner and company team
• Provide guidance support to Channel partners employee, Internal Team RMs and all stakeholders in terms of submissions, issuance, pending resolve etc.
• Maintain good relationship with Banks Cluster Head - interact with him regularly to assess business status. Take help from them to push motivate them to maintain productivity
• Maintain persistency by monitoring case size healthy product mix
• Ensure that they are meeting their team targets as well as individual sales targets
• Managing the relationship between internal team and channel partner so as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner
• Regularly interact with HR to ensure that recruitment is as per plan
• Ensure that RMs meet their respective targets which will promote them to the next level
• Ensure adherence to SOPs sales processes instigate disciplinary action against those fond breaching them
• Achievement of NB Premium target, RM Activation and Product mix

This job is provided by

Company Name: WinTax Solution

Job details



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