Relationship Manager-Banca
LudhianaFull-time3–6 yrsPosted 4 months ago
Mid-level finance role at USGI Career Portal in Ludhiana. Needs 3+ years and a BBA or B.Com.
About the role
As a Relationship Manager-Banca, you will play a crucial role in bridging the gap between the bank's insurance offerings and its customers. Your primary objective is to enhance customer satisfaction and retention by providing timely and accurate information about insurance products and services. You will be the face of the bank's insurance arm, ensuring a positive and informative experience for all customers.
What you'll do
- Play a crucial role in bridging the gap between the bank's insurance offerings and its customers
- Be the face of the bank's insurance arm, ensuring a positive and informative experience for all customers
- Develop and maintain strong relationships with key clients, understanding their insurance needs and preferences
- Collaborate with the banca marketing team to create and execute effective marketing strategies for insurance products
- Support the bank's business by cross-selling insurance products and services to existing customers, identifying up-sell opportunities
What you need
- Cross-selling
- Insurance
- Customer service
- Compliance
- CRM
- Tailoring