Bancassurance Relationship Manager
Banque Saudi Fransi
Total years of experience :19 years, 5 Months
Cementing healthy relations with clients to maximize the business
• Liaising with clients to explain regarding the available services to assist them in making right choices
• Addressing to the queries, concerns & problems of the clients and providing them relevant resolution; identifying new sales
and business development opportunities
• Leading the complete cross-sell or upsell to existing clients
• Ensuring delivery of optimum level of service to maintain healthy image within the market
• Achieving various individual business targets and contributing to the team performance
• Steering the formulation and implementation of corporate strategies for achievement of top-line & bottom-line targets
• Administering business operations for the profit centre with a view to realize pre-planning sales and revenue targets;
formulating profit centre budget for operational / business development activities
• Rendering sustained services for high ROI, increasing retention level by achieving quality norms and resolving their issues to
attain high customer satisfaction
• Ensuring the successful accomplishment of present business targets in face of growing competition; identifying the
prospective clients, generating business from new accounts and developing them to achieve profitability
Managing sales team to Ensuring the successful accomplishment of preset business targets in face of growing competition and identifying the prospective clients, generating business from new accounts and developing them to achieve profitability
Maintain good relationships with clients so that the business can maximize the value of those relationships.
Identify key contacts at potential client companies to establish and foster a relationship.
Participate in one-on-one meetings with clients to explain services in an effort to guide their choices.
Understand the problems and challenges of clients and identify ways the business could better address those needs.
Grow the business by identifying new sales and business development opportunities.
Seek opportunities to cross-sell or upsell to existing clients.
Monitor and assess activities of our competitors to proactively satisfy and retain our
clients.
Provide excellent service in order to maintain a positive reputation for the business.
Resolve any customer complaints in a prompt and professional manner.
-Professionally and effectively employs sales skills to achieve targeted sales and increase the level of sales and business mix from individual clients.
-Identify and develop sources of potential clients, effectively communicate with clients to gain commitment to purchase and maintain regular contact with Key Clients.
-Expanding local business reach by analyzing and consolidating relevant consumer information. Identifying customers, consolidating existing clients and ensuring superior customer service standards.
-Implementing system integration procedures to enhance company profitability and maximize profit.
-Effectively communicate with clients via telephone, face-to-face and written communication, develop and maintain relationships which benefit both client and
advise managing director and sales and marketing director of client feedback/comments relating to product content and pricing as well as company
performance.
-Prospects or refers for prospecting to the appropriate marketing sales representative, potential new customers according to criteria that have been
formulated management.
- Provide a weekly schedule of planned activities; achieve sales activities within specified time scales as directed by Managing Director and Group Sales and
Marketing Director.
-Be able to match appropriate products to clients’ requirements, be able to demonstrate a full knowledge of all products, relevant selling points and benefits.
-Maintain a current and accurate knowledge of competitor products, be able to highlight their disadvantages and promote relevant benefits, keep abreast of competitor activity and recommend any necessary tactical action and maintain a
current and accurate knowledge of products.
-Provide time-phased, qualified reports on achievement and activities, plan diary to make effective use of working day, maintain accurate records of all contacts with clients, handle correspondence related to all selling activities, and maintain high standard of personal presentation.
-Client development, revenue generation & target achievement, driving growth &
budget achievement.
Responsible for key account management for a specified number of large customers (B2B) and plans, implements, controls and co-ordinates the sales activation activities for these clients in accordance with per-determined sales or patient volume targets. More importantly, mentors junior sales representatives on appropriate policies and procedures for effective account management.
Engage in account management activation activities viz. arrange in-service presentations by SSH doctors to company physicians, invite company physicians to SSH CME’s or special events.
Plan and delivers a customer relationship management program
Prospects or refers for prospecting to the appropriate marketing sales representative, potential new customers according to criteria that have been formulated by SSH management and/or follows up on pending accounts with the objective of successful contract finalization.
Researches and fully understands the managed care services offered by SSH and competitors and the details of the unique selling proposition.
Assists the market research unit to gather consumer and client market research data.
Gathers competitor intelligence from the market.
-Maintains an updated list VIP members and facilitates successful VIP visits to SSH.
Submits written reports on customer visits, targets accomplished, relevant market information and problems solved.
-Receives and deliver client requests as deemed appropriate e.g. follow-up on medical reports and facilitates building of a healthy relationship between SSH doctors and company (client) doctors.
-Expanding local business reach by analyzing and consolidating relevant consumer information. Identifying customers, consolidating existing clients and ensuring superior customer service standards.
-Conceptualizing and developing marketing plans with due stress on identifying a target consumer base.
-Implementing system integration procedures to enhance company profitability and maximize profit.
-Refer the prospects to the appropriate sales representative.
-Identify new opportunities/ customers
-Control and co-ordinate the sales activities for the existing clients.
-Follow up on pending accounts with the objective of successful contract finalization.
-Develop business with new customers
Marketing and Management