• Client Relationship Manager Jobs in Kharagpur,India - 25321601

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  • 1 - 3 Years
  • Posted : above 1 month

Job Description:

Designation - Client Relationship Manager

Channel - Direct , Bancassurance and Agency

Job Location Kolkata


Key Responsibilities


• Manage sale through bancassurance channel with multiple branches of banks assigned

• Achieve pre-set business targets by initiating 3 calls /day from the designated branches

• Meet Customers of the Bank for Lead generated for insurance cross-selling

• Work jointing with the Branch Manager on Business Implementation plan

• Meet customers within and outside the Branch as when required to develop, agree and implement short term and long term plans to achieve sales targets

• Obtaining referrals and writing proposals for bank customers

• Taking responsibility of the Cluster/region/zone, fulfilling leads of the area prospecting new business from the assigned areas 

Relationship Management-

• Managing relationship with the branch managers and employees of the Bank

• Conduct various engagement activities for Bank Employees and Customers initiated centrally or local

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

• Adhere to the customer touch-point engagement in order to service his portfolio

• Login the forms at FGLI branch and ensure issuance

Minimum/Specific Experience-

  • Graduate in any discipline

  • Minimum 6 months of experience in any sales 

  • Good communication skills English regional language (mandatory)

  •  Knowledge of local language necessary
  • Profile Summary:

    Employment Type : Full Time
    Eligibility : Any Graduate
    Industry : Banking, Insurance
    Functional Area : Banks/Insurance/Financial Services, Sales/Business Development
    Role : Insurance Advisor, Relationship Mgmt, Channel Sales
    Salary : Rs 1.80 - 2.20 Lacs p.a.
    Deadline : 03rd Jun 2020

    Key Skills:

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