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Job Description

TPD Banca - Sales - Axis Bank

Associate Priority Relationship Manager

Location: 280, Bongaigaon

Job Description

HDFC- Branch Banking- Branch Relationship Officer JD

Job Description / Responsibilities Job Profile: 

  • Employees are ON ROLLS of Aditya Birla Sunlife Insurance. 
  • Employee will be mapped to the respective HDFC Branches basis on the geography assigned
  • Prime Responsibility to generate insurance Business through HDFC Branch walk-in customers and leads generated by the Branch staff 
  • They will be required to generate business only for the assigned branch in the assigned geography through New or Old customers.
  • Providing support to branch profitability by selling ABSLI Insurance product through different acquisition channels in the catchment area. 
  • Will be responsible for achieving monthly sales target assigned:
  1. NOP
  2. FYP
  3. Persistency
  4. 0 Customer complaint 
  • Responsible for customer complains & need to be resolved in the specific TAT & Ensure quality customer service is delivered
  • Penetration of LI to existing and new customers. 
  • Employee has to build the smooth-professional relationship with the respective Branch Manager & with the Branch employees.
  • In the open Architecture Scenario its very essential to built the strong relationship with the Banca partners 

Key Expectations:

  • To Handle Bank customers requirements with the best services and products ranges
  • To make our self equipped with insurance and Bank Products knowledge
  • To manage the relationship at all the levels to have the desire out-puts.
  • Communicating any product changes, process change or change in any rules and regulations (internal / IRDA) with the help of different training module to Banca Partners
  • Supporting in the actual sales and service aspects including sales calls, issuance and complaint handling

Desired profile of the candidate Attitude & Skill Set 

  • Self Presentation 
  • High on Communication & Articulation. 
  • Ability to Convince and Influence
  • Relationship Management at all level employees of the Bank
  • Excellent customer handling Skill.
  • Goal orientation -Resilience

Specification

  • Should be willing to travel within city/Outside Location if require
  • Local language Must
  • Should be Locality
  • Two-wheeler is Must to have
  • Should Know the Geography Well

Minimum Experience Level

0 - 4 years

Job Qualifications

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