Relationship Officer
Kavya Management Services
Gurugram, India
6d ago

Job Profile :

Position is on the payrolls of Aditya Birla Sunlife Insurance.

Position will be mapped to the respective HDFC Branches per geography based business


Core responsibility is to generate insurance business through HDFC branch walk-in customers

and by closing out bound leads generated by the branch staff for the assigned branch

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 Number of policies

2. FYP First Year premium

3. Staying ahead of competition in term of NOP & FYP due to Open Architecture

4. Persistency Recurring payments

5. Zero customer complaints - Manage customer complaints & resolve them within

specific TAT and ensure quality customer service is delivered

Consolidation of market share within Life Insurance in existing markets and generate

penetration in new markets

Build strong professional synergies with the Banking partner

Key Expectations :

Managing Bank customers requirements with the best available services and products

Demonstrate excellent knowledge of insurance and banking products

Communicate any product changes, process change or change in rules and regulations (internal /

IRDA) with the help of training modules to the banking partners

Manage the relationship with the banking partner across levels to deliver desired results

Support all sales and service aspects including sales calls, policy issuance and complaint


Desired profile of the candidate

Attitude & Skill Set

Should be professionally presentable at all times

Should be high on communication

Should possess a strong ability to Influence internal & external customers

Should be able to develop strong professional relationships across levels of the partner bank

Should be willing to travel within the assigned geography as required

Desired profile of the

Key Skills

  • Direct Marketing
  • Wealth Management
  • Private Banking
  • Finance
  • Direct Sales
  • Banking Sales
  • Insurance Agent
  • BFSI
  • Relationship Officer
  • Customer Relationship
  • Client Relationship
  • Industry

    Banking / Financial Services / Stock Broking

    Functional Area

    Financial Services / Banking, Investments / Insurance / stock market / Loan


    B.A, B.Com, M.B.A / PGDM

    About Kavya Management Services

    Kavya Management Services is a trustworthy name in the placement industry of India. The company was established by Ms. Mamata Kumari.

    She laid the foundation of this placement firm in the year 2016 in Greater Noida (Uttar Pradesh, India). Her dedication is the sole reason behind the well-being of this firm.

    All thanks to her guidance, our company has been growing with a great pace and now, we are counted amongst the leading placement consultancies in Delhi / NCR.

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