Relationship Officer @ Skywings Advisors

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Relationship Officer

Skywings Advisors
10 Positions
2 months ago
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Job Description

Accept and schedule meeting with leads generated from assigned bank branch (Partner bank branch) lead generators as well as warm leads provided by the bank or bank employees from the database as well as generate own leads. Make appointments, explore the customer s financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the company s product range gain customer agreement to purchase, accurately complete sales documentation.
Incumbent will be mainly responsible for sourcing and identifying new relationship for the bank.
Understanding of working capital products
Ensure high degree of customer service/satisfaction/trust.
Manage field investigations, development and formulation of appraisal notes and scrutinizing the legal dimensions of the proposals.
Identifying and developing channel partners for achieving business volumes consistently and profitably.

Employement Category:

Employement Type: Full time
Industry: Insurance
Role Category: Sales / BD
Functional Area: Not Specified
Role/Responsibilies: Relationship Officer

Contact Details:

Company: Skywings Advisors
Location(s): Bagalkot,

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Keyskills: bancassurance direct sales bancassurance sales sales life insurance banca

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₹ 1 to 6 Yr

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Your name (*)

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Preferred City (* max. 2 w/comma)

Designation / Expected Role

Current / Recent Company (*)

Experience (*)

Expected Salary (*)

Desired Industry (*):

Functional area / Department (*):

Enter Skills (key skills, subjects, technologies & roles to use in search)

Write briefly about yourself, your experience and education (*)

Attach ResumeMax 2.38 MB (RTF, PDF, DOC, DOCX formats only parsed)

Please, check the file size and type.

Add social media [ + ]

Create password

I agree with website service terms and conditions

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Skywings Advisors

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Relationship Officer @ Skywings Advisors

Home > Sales / BD