Job Descriptions
Develop and maintain strong relationships with existing customers to ensure ongoing satisfaction and retention.
Act as a primary point of contact for customer inquiries, complaints, and service requests, providing timely and effective solutions.
Identify new business opportunities and lead generation activities to expand the customer base and increase revenue streams.
Conduct regular customer visits and meetings to assess their financial needs and provide personalized banking solutions.
Collaborate with internal departments such as credit, operations, and marketing to ensure seamless delivery of products and services to customers.
Monitor and analyze customer financial information to identify potential risks and proactively manage client portfolios.
Stay updated on market trends, competitor activities, and industry developments to provide informed recommendations to customers.
Achievement of Assigned Monthly Tasks within Stipulated time Frame.

Job Descriptions

Identifying and developing new business opportunities for the bank.
Building and maintaining relationships with potential clients and partners.
Collaborating with internal teams to design and implement strategic business development initiatives.
Conducting market research and analysis to identify trends, competitor activities, and customer preferences.
Developing and implementing sales strategies to achieve revenue targets.
Preparing and delivering presentations to potential clients and stakeholders.
Negotiating and closing business deals to drive business growth.
Keeping abreast of industry developments and changes in banking regulations.
Achievement of Assigned Monthly Tasks within Stipulated time Frame.

Job Descriptions
To manage the sales team for Bancassurance.
Recruit,Train & lead Team to Perform up to the mark to meet the assigned targets.
Resolve customer complaints regarding sales and service.
Field Accompaniment.
Meet persistency objectives.
Lead and manage a team of Bancassurance sales agents to achieve sales targets and business objectives.
Develop and implement sales strategies and action plans to drive Bancassurance business growth.
Monitor and assess team performance, provide coaching and training to enhance sales capabilities.
Build and maintain strong relationships with banking and insurance partners to ensure effective collaboration.
Ensure compliance with regulatory requirements and internal policies within the team.
Analyze market trends and competitive activities to identify opportunities and threats, and make recommendations for improvement.
Prepare and present regular reports on sales performance, market insights, and actionable recommendations to senior management.
Achievement of Assigned Monthly Tasks within Stipulated time Frame.

Job Description
Develop and maintain strong relationships with bank customers to identify and understand their insurance needs.
Promote and sell insurance products and services to bank customers through effective sales techniques and strategies.
Provide excellent customer service by addressing customer inquiries, resolving complaints, and providing accurate information about insurance products.
Collaborate with bank staff to conduct product training and facilitate cross-selling opportunities.
Meet sales targets and KPIs by proactively identifying sales opportunities and effectively closing deals.
Stay updated with industry trends, competitor activities, and market changes to provide valuable insights and stay ahead in the market.
Ensure compliance with regulatory requirements and internal policies while maintaining high ethical standards in sales practices.
Prepare regular sales reports, maintain accurate customer records, and contribute to the overall sales strategy of the bancassurance department.
Achievement of Assigned Monthly Tasks within Stipulated time Frame.

Job Description
Promote and sell bancassurance products to bank customers.
Build and maintain strong relationships with bank customers and provide excellent customer service.
Identify potential customers and develop strategies to approach them effectively.
Conduct presentations and product demonstrations to potential customers.
Provide accurate and up-to-date information about bancassurance products and services.
Meet sales targets and contribute to the overall growth of the bancassurance business.
Collaborate with the bank's staff to identify and capitalize on cross-selling opportunities.
Stay updated on industry trends and market developments to effectively promote bancassurance products.
Prepare and submit regular sales reports and maintain sales activity records.
Adhere to compliance and regulatory standards while conducting sales activities.
  Achievement of Assigned Monthly Tasks within Stipulated time Frame.

Job Description
Develop and implement strategies for identifying and acquiring new business opportunities.
Build and maintain strong relationships with existing and potential clients.
Conduct market research and analysis to identify new business opportunities and market trends.
Collaborate with internal teams to develop customized solutions for clients' financial needs.
Create and deliver compelling presentations to showcase the bank's products and services.
Meet and exceed sales targets and KPIs set by the bank.
Keep abreast of industry trends, competition, and market changes to adapt strategies accordingly.
Provide excellent customer service and ensure client satisfaction throughout the business development process.
Achievement of Assigned Monthly Tasks within Stipulated time Frame.

Job Description
Provide assistance to the Relationship Manager in managing and growing client relationships.
Assist in identifying and acquiring new business opportunities for the bank.
Effectively handle client inquiries and provide timely and accurate information.
Collaborate with internal teams to ensure seamless delivery of banking products and services to clients.
Assist in preparing and presenting financial reports and analysis to clients.
Participate in client meetings and contribute to discussions on financial products, services, and solutions.
Monitor client accounts and proactively address any account-related issues.
Maintain accurate and up-to-date client records and documentation.
Assist in the development and implementation of strategies to increase client satisfaction and retention.
Stay updated with industry trends and regulatory requirements to ensure compliance in client interactions.
Achievement of Assigned Monthly Tasks within Stipulated time Frame.