Key Relationship Manager - Banca Channel

SkillLabs; Salem; On-site; INR 300,000 - 540,000; Full time

Job summary

SkillLabs in Salem, Tamil Nadu invites applications for a banca insurance sales role. The candidate will analyze customer segments and sales trends, conduct branch trainings, and plan R&R activities to boost branch penetration in the specified geography.

They will drive campaigns, assist partners in pitching products, and seek cross-sell opportunities while coordinating with cross-functional teams to ensure seamless execution and post-sales servicing.

Qualifications

• Minimum 1-2 years of sales experience in banca insurance.
• Individual Performer.

Responsibilities

• Analyze customer segmentation, sales trends to assess business potential.
• Conduct trainings at branches for banking partners on regulatory guidelines and products.
• Plan activation of branches through R&R activities to increase branch penetration.
• Drive campaigns/contests to push sales in profitable segments for the bank.
• Assist partners in pitching products and sealing sales with crucial customers.
• Identify cross-sell opportunities for existing customers.
• Coordinate with cross-functional teams to ensure smooth end-to-end execution and post-sale servicing.

Skills

Sales experience

Job description

• Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business
• Conduct trainings at the branch for all banking partners around regulatory guidelines and products.
• Plan for activation of branches through R&R activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography

Execution

• Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business
• Conduct trainings at the branch for all banking partners around regulatory guidelines and products.
• Plan for activation of branches through R&R activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography

Relationship Management

• Drive the campaign/contest for the Bank to drive sales in profitable segments.
• Assist banking partners in pitching product to crucial customers & driving sales closure for the same.
• Identify cross sell opportunities for existing customers

Service Orientation

• Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc.
• Gather relevant documents from customer post sales and submit the same to operations team; gather additional data/documents as required
• Resolve operational issues faced by the partners to ensure smooth experience.
• Provide support for cancellation requests, policy endorsements; process & track such requests in coordination with internal ops team

Candidate Profile Required

• Minimum 1-2 Years of Sales experience Banca Insurance Sales
• Individual Performer