Relationship Executive

Role & responsibilities

• Relationship Management.
• Building relationship with Assigned Bank Partners.
• Achieve GWP targets with assigned partners and territory.
• Train & develop partner sales and service teams to enable them to pitch effectively to new customers and thereby achieve the business numbers.
• Maintain a tracker of various visits and calls and report on daily basis. Ensure accurate records are accurately updated.
• Use of digital tools like Sales application to achieve the organization objective of maximum digitization.
• Decoding clients requirement, pain points and opportunity areas
• Providing need based solutions to clients to increase stickiness.
• Relationship Management.

Preferred candidate profile

• Complete Sales profile
• Should possess insurance, branch banking experience
• Minimum experience of 1 year into insurance sales, branch banking
• Will be required to handle 10-15 branches in a specific location
• Good communication
• Willingness to travel
• Two wheeler mandatory