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Banking Executive

  • Job
    Full-time
    Junior & Mid Level
  • Customer Relations
    Sales & Business Development
  • Ludhiana

AI generated summary

  • You must achieve sales targets, interact with partners, handle customer queries, ensure compliance, and maintain persistency for timely renewals. Effective communication and business analysis are key.
  • You will achieve sales targets, engage with partners and customers, manage processes, communicate changes, handle queries, and ensure timely renewals while providing feedback to superiors.

Requirements

  • Achieve Targets (Premium & Revenue) in order to contribute to overall growth of the company
  • Continuous interaction with the channel partners
  • Mapping all the key decision makers and ensuring that the same information is shared with the superiors
  • Executes smooth function of the sales and other processes to maximize business potential
  • Communicate any process change or change in any rules and regulations by the help of different training module
  • Ensure that actual sales and service aspects including sales calls, issuance and complaint handling are carried out without any blocks
  • Execute the right method of business acquisition in order get the profitable mix for the organization
  • Scrutinize the business on regular basis and give the relevant information to superiors
  • Interact with the customers through welcome calls
  • Achieve Persistency targets as per the company norms so that renewals take place on time
  • Communicate with customers and resolve queries as and when required to ensure that renewal takes place on time

Responsibilities

  • Achieve Targets (Premium & Revenue) in order to contribute to overall growth of the company
  • Continuous interaction with the channel partners
  • Mapping all the key decision makers and ensuring that the same information is shared with the superiors
  • Executes smooth function of the sales and other processes to maximize business potential
  • Communicate any process change or change in any rules and regulations by the help of different training module
  • Ensure that actual sales and service aspects including sales calls, issuance and complaint handling are carried out without any blocks
  • Execute the right method of business acquisition in order get the profitable mix for the organization
  • Scrutinize the business on regular basis and give the relevant information to superiors
  • Interact with the customers through welcome calls
  • Achieve Persistency targets as per the company norms so that renewals take place on time
  • Communicate with customers and resolve queries as and when required to ensure that renewal takes place on time

FAQs

What are the primary responsibilities of a Banking Executive?

The primary responsibilities include achieving sales targets, interacting with channel partners, mapping key decision makers, executing smooth sales functions, communicating process changes, and handling customer inquiries and complaints.

What are the targets that need to be achieved in this role?

The targets include premium and revenue goals, as well as persistency targets to ensure timely renewals.

Is training provided for understanding changes in processes or regulations?

Yes, training modules are provided to help communicate any process changes or changes in rules and regulations.

How frequently should business performance be scrutinized?

The business should be scrutinized on a regular basis to ensure relevant information is communicated to superiors for decision-making.

How should customer interactions be conducted?

Customer interactions should include welcome calls, resolving queries promptly, and ensuring that renewals take place on time.

What is the importance of mapping key decision makers?

Mapping key decision makers is crucial to ensuring effective communication and sharing of important information with superiors, which contributes to overall business growth.

Are there any specific communication methods recommended for customer service?

Yes, effective communication is key, and it should include timely responses to queries, welcome calls, and proactive engagement to assist with renewals.

What happens if a customer has a complaint?

Complaints should be handled promptly and efficiently to ensure customer satisfaction and to remove any blocks in the sales and service process.

How does the Banking Executive contribute to the growth of the company?

By achieving targets, improving sales processes, maintaining customer relationships for renewals, and providing valuable insights to superiors based on regular business scrutiny.

What is expected in terms of handling complaints?

The Banking Executive is expected to ensure that complaint handling is carried out smoothly without any blocks in the sales and service aspects.

Enriching Lives. Winning as ONE.

Finance
Industry
10,001+
Employees
2007
Founded Year

Mission & Purpose

Aditya Birla Capital is a financial services company offering a wide range of solutions, including asset management, insurance, and lending services. Their mission is to empower individuals and businesses by providing comprehensive financial solutions that foster growth and security. With a strong emphasis on customer-centricity, Aditya Birla Capital aims to deliver innovative products and services tailored to meet diverse financial needs. Their purpose is to build lasting relationships with clients while contributing to the overall economic development of communities and the country.