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Relationship Manager


Job Description

Urgent Opening For Relationship Manager (Bancassurance Channel) on 15Sep-2015.

Timings : 10am to 2pm

Meet Mr.Kishan
Ref :Riddhi

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 companys 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 & modeling relevant behavior.

Interested Candidates can send their cv on [email protected]
Human Resources
IDBI Federal Life Insurance Co. Ltd.
Website: www.idbifederal.com
Email : [email protected]

Salary:INR 1,00,000 – 3,00,000 P.A
Functional Area:Sales , Retail , Business Development
Role Category:Retail Sales
Role:Sales Executive/Officer

Sales executive direct sales life insurance sales insurance sales Agency manager Unit manager Business Development sales insurance advisor

Desired Candidate Profile
UG: Any Graduate – Any Specialization, Graduation Not Required
PG:Any Postgraduate – Any Specialization, Post Graduation Not Required
Doctorate:Any Doctorate – Any Specialization, Doctorate Not Required
Please refer to the Job description above

Company Profile:
IDBI Federal Life Insurance Co. Ltd.
IDBI Federal Life Insurance Co Ltd is a joint-venture of IDBI Bank, India’s premier development and commercial bank, Federal Bank, one of India’s leading private sector banks and Ageas, a multinational insurance giant based out of Europe. In this venture, IDBI Bank owns 48% equity while Federal Bank and Ageas own 26% equity each. . Having started in March 2008, in just five months of inception, IDBI Federal became one of the fastest growing new insurance companies to garner Rs 100 Cr in premiums. Through a continuous process of innovation in product and service delivery IDBI Federal aims to deliver world-class wealth management, protection and retirement solutions that provide value and convenience to the Indian customer. The company offers its services through a vast nationwide network of 2,186 partner bank branches of IDBI Bank and Federal Bank in addition to a sizeable network of advisors and partners. As on 31st March 2013, the company has issued over 4.99 lakh policies with a sum assured of over Rs. 28,580 Cr.
IDBI Federal today is recognized as a customer-centric brand, with an array of awards to their credit. They have been awarded the PMAA Awards (2009) for best Dealer/Sales force Activity, EFFIE Award (2011) for effective advertising, and conferred with the status of ‘Master Brand 2012-13’ by the CMO Council USA and CMO Asia.

View Contact Details:
Recruiter Name:Riddhi- HR
Reference Id:Riddhi- HR

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