Target Achievement

 Drive sales and achieve targets through the bank branches

Sales Support

 Support the Customer Relationship Officer in the branch for his/ her sales effort, in terms of generating benefit illustrations, accompanying on client calls

Relationship Management

 Bank is the key customer of the Relationship Officer, and he/she must engage an open and trusting relationship with the Branch Managers/officers/staff.

 Engage the employees of the bank branches in regular discussions to transfer knowledge about insurance.

 Ensure that all service

Lead Generation

 Spearhead all lead generation initiative from the bank – whether through walk-in, data mining, referrals,

etc.

QUALITATIVE

 Achieving sales targets





 Activate & Penetrate branches for Insurance Sales

 Arranging training programs for bank staff on products and selling skills

 Increasing productivity of bank branch

QUANTITATIVE

 Must be good in MS Excel

 Information Processing

 Monitoring TATS/ Quality of all processes

 Market and Competition knowledge

 Achievement of Monthly / Quarterly / Half Yearly and Annual Sales Target

Advantages-

- Max CTC – 2.10 LPA

- Incentives

Hiring Criteria’s–

1. Fresher’s candidates / Candidates with 1 year of experience can be considered.

📌 Relationship officer - Banca (Gujarat)
🏢 Skywings Advisors
📍 Gujarat