Bancassurance Manager
- Edutimes Consultancy
- 2 to 4 Yrs
- Multi-City, India
- 4 years ago
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Job Description
JOB DESCRIPTION
Job Title: Relationship Manager
No. of position: 10
Grade: M1/M2
Reporting To: State Head
Function: Sales
Department: Bancassurance
Location: Mumbai
Category: FLS
Area : Urban/Semi urban/Rural
KEY RESPONSIBILITIES:
Sale:
Manage sale through bancassurance channel with multiple branches of banks assigned.
Achieve pre-set business targets by initiating 3 calls /day from the designated branches.
Meet Customers of the Bank for Lead generated for insurance cross-selling.
Work jointing with the Branch Manager on Business Implementation plan.
Meet customers within and outside the Branch as and when required to develop, agree and implement short term and long term plans to achieve sales targets.
Obtain referrals and writing proposals for bank customers.
Take responsibility of the Cluster/region/zone, fulfil leads of the area & prospecting new business from the assigned areas.
Closing sale and following up on issuance, to maintain the desired persistency ratio
Relationship Management:
Managing relationship with the branch managers and employees of the Bank.
Conduct various engagement activities for Bank Employees and Customers initiated centrally or local.
Involvement in work site activities (putting up stalls and making presentations in corporate.
Adhere to the customer touch-point engagement in order to service his portfolio.
Login the forms at BAJAJ branch and ensure issuance.
Competency:
Product Knowledge
Action planning
Good relationship with BMs / Bank Staff
Good communication skills and Persuasive
Measures of Success:
Business Target milestones - AEP and no. of cases as per the agreement with the bank and branch target.
Conversion ratio
Business Leakage
13th Month persistency
Education and Experience:
Graduate in any discipline
0-2 yrs exp. in sales with a minimum of 6 months experience in Life insurance sales management, Retail bank distribution, Co-operative bank and Channel Management and/or DSA relationship.
Good communication skills English & regional language (mandatory)
Age group: 24 - 33 years
Knowledge of local language necessary
Own conveyance preferred
Employement Category:
Employement Type: Full timeIndustry: Insurance Role Category: Sales / BD Functional Area: Not ApplicableRole/Responsibilies: Bancassurance ManagerContact Details:
Company: Times ConsultancyLocation(s): Multi-City, India
Keyskills: agency development marketing sales
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Edutimes Consultancy
Edutimes Consultancy Pvt Ltd is a leading Overseas Education and Internship Placement Consultancy in Nerul, Navi Mumbai. We are an ISO 9001:2001 certified organisation. Accredited by IAF. Our firm is approved by Govt of India.
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