Banca Channel – Life Insurance

Designation: Relationship Officer

The Business Manager has the responsibility of driving sales and achieving the

sales target for the assigned bank branches

Target Achievement

• Drive sales and achieve targets through the bank branches

• Selling company’s product

Sales Support

• Support the CRO in his sales effort, in terms of generating benefit

illustrations, accompanying on client calls if required etc

Relationship Management

• The Bank is the key customer of the Business Manager and he has to

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, Company’s product offerings and

understand their issues/ concerns about selling insurance (if any)

• Ensure that all service requirements are met, medicals facilitated and

customers are satisfied.

Lead Generation

• Spearhead all lead generation initiative from the bank – whether through walk

in, data-mining, referrals and others.

KEY PERFORMANCE INDICATORS

QUALITATIVE •

📌 Banca-Hubli
🏢 Skywings Advisors
📍 Hubli