Associate Relationship Manager-Banca_Saraswat_Mumbai_04

Generali (Mumbai, MH, India) 23 days ago


  • 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 and when required to develop, agree and implement short term and long term plans to achieve sales targets.
  • Obtain referrals and writing proposals for bank customers.
  • Take responsibility of the Cluster/region/zone, fulfil leads of the area & prospecting new business from the assigned areas.
  • Closing sale and following up on issuance, to maintain the desired persistency ratio
  • 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.

Relationship Management:



  • Product Knowledge
  • Action planning
  • Good relationship with BMs / Bank Staff
  • Good communication skills and Persuasive