Relationship Officer

Axis - Branch Banking- Branch Relationship Officer JD

Job Description / Responsibilities Job Profile: 

• Employees are ON ROLLS of Aditya Birla Sunlife Insurance. 
• Employee will be mapped to the respective Axis Branches basis on the geography assigned
• Prime Responsibility to generate insurance Business through Axis Branch walk-in customers and leads generated by the Branch staff 
• They will be required to generate business only for the assigned branch in the assigned geography through New or Old customers.
• Providing support to branch profitability by selling ABSLI Insurance product through different acquisition channels in the catchment area. 
• Will be responsible for achieving monthly sales target assigned:

1. NOP
2. FYP
3. Persistency
4. 0 Customer complaint 

• Responsible for customer complains & need to be resolved in the specific TAT & Ensure quality customer service is delivered
• Penetration of LI to existing and new customers. 
• Employee has to build the smooth-professional relationship with the respective Branch Manager & with the Branch employees.
• In the open Architecture Scenario its very essential to built the strong relationship with the Banca partners 

Key Expectations:

• To Handle Bank customers requirements with the best services and products ranges
• To make our self equipped with insurance and Bank Products knowledge
• To manage the relationship at all the levels to have the desire out-puts.
• Communicating any product changes, process change or change in any rules and regulations (internal / IRDA) with the help of different training module to Banca Partners
• Supporting in the actual sales and service aspects including sales calls, issuance and complaint handling

Desired profile of the candidate Attitude & Skill Set 

• Self Presentation 
• High on Communication & Articulation. 
• Ability to Convince and Influence
• Relationship Management at all level employees of the Bank
• Excellent customer handling Skill.
• Goal orientation -Resilience

Specification

• Should be willing to travel within city/Outside Location if require
• Local language Must
• Should be Locality
• Two-wheeler is Must to have
• Should Know the Geography Well