Business Development Executive - Agency
- Csb Bank
- 0 - 3 years
- Trivandrum
- 4 years ago
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Job Description
Overall purpose of the job : Achieve Gold Loan / Business acquisition targets of assigned Area, through building an effective agency force (freelancers / DSAs). Identify and utilize opportunities to cross sell other products of the bank.
Key Performance Areas :
- Recruit, train and coach Agents (Gold Mitras) / DSAs as directed by the Reporting Manager. Monitor and evaluate their performance.
- Achieve New Business targets (customer # & Volume) time to time.
- Achieve Activation targets month on month.
- Timely intervention ensuring sales quality and repeat business.
- Conduct market research, including area mapping, to identify sales possibilities and evaluate customer needs.
- Actively seek out new sales opportunities through cold calling, networking, social media, existing customers and leads provided by the Bank.
- Plan and carry out sales and marketing activities, in the assigned areas/ markets. Plan and organize meeting with potential clients, evaluate their needs and achieve sales of products and services of the Bank.
- Identify and utilize opportunity for cross selling of other retail products and services of the Bank.
- Conduct structured / regular meetings with agency force.
- Participate in exhibitions and other local events on behalf of the Bank, in consultation and approval of reporting manager, with an objective of promoting the brand, product and services of the Bank.
- Ensure sales quality and sales target and retention of customers.
- Seek and understand the Continuous / regular evaluation of products and services of competitors in own area and provide quality feedback to reporting manager with an aim to improve own products and services.
- Maintain liaison with Principal Officer and Branch Staff for speedy resolution of problems faced by customers, if any.
- Ensure compliance of the policies and process and the Bank, in all transactions and dealings.
- Ensure proper personal grooming and business like dress code and appearance, while meeting customers and during business hours.
- Uphold the value and brand of the Bank at all times, especially while dealing with customers/ potential customers/ clients.
- Any other duties and responsibilities, assigned by the Bank.
- We prefer candidates with Life insurance experience only
- Minimum Work Experience : 6 months and months
Number of vacancy - 3 in each location.
Location : Ernakulam, Trivandrum, Thrissur, Kozhikode
Job Classification
Industry: Banking, Financial Services, BrokingFunctional Area: Financial Services, Banking, Investments, Insurance,
Role Category: Mutual Funds/Fund Management/Asset Management
Role: Mutual Funds/Fund Management/Asset Management
Employement Type: Full time
Education
Under Graduation: Any Graduate in Any SpecializationPost Graduation: Post Graduation Not Required, Any Postgraduate in Any Specialization
Doctorate: Doctorate Not Required, Any Doctorate in Any Specialization
Contact Details:
Company: The Catholic Syrian Bank Ltd.Location(s): Trivandrum
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Keyskills: Agency Channel Life insurance Business Development
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Csb Bank
Welcome to the CSB Bank. Incorporated in 1920, CSB is one of the pioneers of the banking industry in India. With a very progressive work environment and an increasingly youthful employee demographic, joining CSB will give you space and opportunity to flourish.
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