Bancassurance Manager @ Sforce Services

Job Description

Hiring a Bancassurance Manager to handle HNI lead of Life Insurance at the bank end, apply here for consideration. 

• Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches

• Working with the Branch Manager on the Business Implementation plan

• Driving and motivating the branch staff along with RAMBO RM and providing support for logging in applications sourced

• Tapping the right database of the branch and ensuring authentic documentation

• Build a relationship with the RAMBO Sales/ operations team and ensure the business targets and Productivity targets of the allocated branches are met effectively

• Prospect and meet customers within and outside the Branch as when required

• To develop, agree, and implement short-term and long-term plans to achieve sales targets

• To achieve branch RM activation targets

• Work collectively with the RAMBO Sales / Operations team and conduct joint sales calls as a team to achieve business nos.

• Seek commitment from the partner towards the achievement of business objective

Relationship Management

• Managing the relationship between the internal team and channel partner so as to Foster sales for the company and maintain the utmost levels of responsiveness to requirements from the Channel Partner

• Provide all possible support to the channel partner as a face of parent company

• Effectively execute all Marketing activities as per Partner's requirement

• Ensuring timely issuance of policies with resolving all pending etc.

• Please adhere to the customer touch-point engagement to service his portfolio of customers

• To maintain the desired persistency ratio

• Prompt post-sales service with respect to all domains

• Strategize and interact closely with the RM on business plan execution

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Keyskills:   banking banca sales banca sales bancassurance