Senior HR Consultant at Shree Balaji Employment Services
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Relationship Manager - Sales - Bancassurance Channel - Bank (0-10 yrs)
Relationship Manager-Banca
- The job holder will work closely with the partner channel, particularly branch managers of the Banca partners, Customer Service and across the business to ensure the timely delivery of high value, high quality services to Banca beneficiaries.
- Achieve assigned annual target of the branch by driving sales across all customer segments
- Business mix in terms of blended premium & no. of cases.
- Maintain cordial relationship across all ranks and files of the branch and resolve escalations with in TATs
- Support bank's sales force in terms of various activities like
- Joint sales calls to generate leads
- Update branch manager on accurate records of referrals received from all constituents of the branch
- Adhere to the TATs on first customer contact & follow ups from the date the lead is being registered
- Service branch customers for any query
- Regular product training / refresher to the sales force of the branch
- Ensure activation of bank's sales force on a weekly, fortnightly, and monthly basis
- Drive productivity by right advising of health insurance solutions
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