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Relationship Associate - Chennai

Chennai, TN
Job Code:
200,000 To 205,000 Monthly
  • Banking & Finance
  • Insurance
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Job Details

Job Description1. Band Banca Channel2. Job TitleRelationship Associate3. Reports to Regional Head- Sales4. DepartmentBancassuarance5. Job Purpose The job holder is a key member of a team responsible for managing the Max Bupa regional Sales thru the Bancassurance partner. 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.6. Accountabilities & Activities - 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 banks sales force in terms of various activities like o Joint sales calls to generate leads o Update branch manager on accurate records of referrals received from all constituents of the branch o Adhere to the TATs on first customer contact & follow ups from the date the lead is being registered o 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 Measure penetration across relationship manager, client base / branch base Update MBHI lead management system Engage in branch customer awareness program and explore every possible opportunity to bundle the health insurance proposition Create mindshare across branch leadership team Drive effectively the Reward and recognition programs launched for the bank staff.7. Qualifications, Training & Experience A graduate degree holder in any discipline Min 1 -2 Years of experience in Life Insurance/General Insurance /Relationship Management/ Investment & Wealth Advisory (Banks). Has demonstrated capabilities of managing Affluent/HNI Customers in the previous roles directly/indirectly Strong on Communication/Presentation Skills Ability to work under pressure in a fast paced environment Ready to travel extensively all over India. Good communication and influencing skills, able to communicate with team. 8. Competencies Good in relationship management Analytical and decision Making skills Team Management Strong communication and presentation skills Customer and issues resolution focused Relating and networking Persuading and influencing Analyzing and investigation
Additional Degree: BA (Arts) | B.Com. (Commerce) | B.Pharm. (Pharmacy) | B.Plan. (Planning) | B.Sc. (Science) | BBA/ BBM/ BBS | BCA (Computer Application) | Diploma-Other Diploma | B.Ed. (Education) | BHM (Hotel Management)

Experience: 1-2


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