Sr. Business Manager
- First Deal
- 3 to 8 Yrs
- Multi-City, India
- 6 years ago
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Job Description
Agency Channel
Key Responsibilities:
- Identify & recruit right quality advisors to build a strong advisor base
- Provide training on products, business processes and selling techniques continuously
- Provide assistance to advisors in lead generation, prospecting and business development
- Ensure that advisors provide right financial solutions to customers as per need analysis and they adhere to required business processes and norms
- Achieve the business target each month for generating new business and advisor recruitment
- Ensure that the selling through team of advisors is aligned to all business quality metrics
- Be the first point of contact for the customer to authenticate the concerns raised and validate with authorities
- Exercise due diligence at first level to prevent unauthorised/ fraudulent transactions
Candidates who are willing to be mobile and work across locations will be preferred
Banca Channel
Key Responsibilities:
- Responsible for business target achievement through sale of life insurance products to customers of partner branches (4 7 branches depending on location).
- Responsible for branch activation & lead generator (LG) activation through regular engagement with partner branch staff.
- Conduct regular sales activities within branch and catchment areas to generate leads.
- Maintain discipline & rigor of daily sales activities - DSR & LMS input.
- Ensure adherence to end to end business process with in the specified timelines.
- Adhering to regulatory requirements & monitoring quality of business.
- Ensure timey resolution of queries and complaints, and controlling the instances of adverse customer experience. Qualifications: Masters or Bachelor degree. Essential Knowledge / Skill Sets:
- Should be presentable with good communication skills.
- Should be good at relationship building/management.
- Should have excellent communication, inter personal and managerial skills.
- Should have understanding of Insurance and related financial market products.
- Ability to work effectively in highly demanding and competitive environment. Work Experience: Six month to four years experience in, Broking channel within Life Insurance Company or direct sales vertical.
Direct Channel
Key Responsibilities:
Service through relationship management
- Establishing and strengthening relationship with the allocated customer base.
- Ensure retention of in his/her allocated book of relations (existing customer database).
- Act as single point of contact for customers for any customer query/complaint.
- Identify financial goals of customers and providing financial planning assistance.
- Competition Analysis for giving professional advice to customer
- Fix self appointments everyday from the given customer database as per the campaign
- Team Development (Subject to assessment)
Sales
- Focus on cross-sell & up-sell opportunity in allocated customers.
- Ensure successful completion of licensing as per MLI standards
Measures of Success
- TAT adherence for updating System - CRM Next
- Successful completion of cross-sell/ up-sell Business Goals month on month
- Collection of payment/premium from 91-180 days due policies
- Complaint Resolution /Customer satisfaction
- Achievement of Retention Targets.
- More than 90% attendance (of total working days)
- Successfully score >=80% in the Functional Trainings imparted
Key Relationships (Internal /External)
Internal HR/Trainers/Supervisors/Peers
External- Customers
Key competencies/skills required
- Process & Result orientation
- Customer centricity & relationship building
- Basic Computer Knowledge.
- Good communication skills- English and regional language
Employement Category:
Employement Type: Full timeIndustry: InsuranceRole Category: Pre-SalesFunctional Area: Not ApplicableRole/Responsibilies: Sr. Business ManagerContact Details:
Company Name: First DealLocation(s): Multiple Cities, India+ View Contact
Fraud Alert to job seekers!
₹ 2.5 - 5 Lakh/Yr
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