Relationship Manager ( Banca )

M-Corp Services

Bhagalpur, Bihar

Lead generation for Life Insurance business in the Branches.

Going on sales/customer calls to meet with customers and sell various products to them

Achieve targets set by the management for various business segments e.g. New Business, Persistency, SP

Activation, and Product Mix etc.

Establishing strengthening relationship with Branch head staff to gain mindshare for Life Insurance

Business.

Network and build your connections with both present and potential clients

Involvement in work site activities (putting up stalls and making presentations in corporate).

Working, engaging and connecting with customers along with Banks SP.

Ensure First Time Right for login of all the proposal forms and ensure adequate training is provided to branch

staff on the Ops process and work flows. Ensure discrepancies are removed for issuance of polices within the

prescribed TAT.

Drive effectively the Reward and recognition programs launched for the branch staff.

Train the branch staff regularly... More Detail

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