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Relationship Manager- Banca

Universal Sompo General Insurance Company Limited
IND
Full-time
Mid · 3+ years experience
Onsite
Discovered 3 weeks ago
CRM
Free

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Responsibilities

  • Develop and execute strategies to achieve business growth and profitability targets.
  • Activate branches and ensure optimal customer experience through effective branch management.
  • Implement cross-sell initiatives to maximize sales opportunities and enhance customer engagement.
  • Collaborate with the marketing team to develop and execute targeted marketing campaigns.
  • Build and maintain strong relationships with clients, understanding their needs and providing tailored solutions.
  • Monitor and analyze market trends and competitor activities to identify growth opportunities.
  • Ensure compliance with regulatory requirements and maintain high ethical standards.
  • Provide regular performance reports and insights to the management team.
  • Support and mentor junior team members, fostering a positive and collaborative work environment.

Qualifications

  • Bachelor's degree in Business, Finance, or a related field is preferred.
  • Minimum 3 years of experience in a relationship management or sales role, preferably in the banking or insurance industry.
  • Strong knowledge of banking products and services, including insurance offerings.
  • Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
  • Proven track record of achieving sales targets and driving business growth.
  • Analytical mindset with the ability to interpret data and make informed decisions.
  • Proficiency in using CRM systems and other relevant software tools.
  • Ability to work independently and manage multiple priorities effectively.
  • Strong organizational skills and attention to detail.
  • Willingness to continuously learn and stay updated with industry trends.

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