Relationship Manager - Banca
SiliguriFull-time2–5 yrsPosted 5 months ago
Mid-level finance role at USGI Career Portal in Siliguri. Needs 2+ years and a BBA or B.Com.
About the role
As a Relationship Manager, you will play a crucial role in developing and maintaining strong relationships with our banca partners. Your primary focus will be on business procurement and achieving assigned targets. You will also be responsible for branch servicing, ensuring timely renewal data, claim processing, and policy issuance.
What you'll do
- Play a crucial role in developing and maintaining strong relationships with our banca partners
- Also be responsible for branch servicing, ensuring timely renewal data, claim processing, and policy issuance
- Actively work towards increasing cross-sell and retail business opportunities from branches
- Conduct regular branch visits to build and strengthen relationships with banca partners
- Provide excellent branch servicing, including timely renewal data updates and policy issuance
What you need
- Cross-selling
- Sales
- Negotiation