State Head - Banking Partner Relationship and Sales Management

State Head

Description

1. Execution

• Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business
• Conduct trainings at the branch for all banking partners around regulatory guidelines and products.
• Plan for activation of branches through R&R activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography

2. Relationship Management

• Drive the campaign/contest for the Partner Bank to drive sales in profitable segments.
• Assist banking partners in pitching product to crucial customers & driving sales closure for the same.
• Identify cross sell opportunities for existing customers

3. New Acquisition Banking Partners

• Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from BGIL portfolio, assess profitability & viability assessment of partnership

• Schedule meetings with prospective banking clients and brief them about BGIL products/ offer them lucrative products in coordination with the Vertical Head

4. Service Orientation

• Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc.
• Gather relevant documents from customer post sales and submit the same to operations team; gather additional data/documents as required
• Resolve operational issues faced by the partners to ensure smooth experience while working with BGIL
• Provide support for cancellation requests, policy endorsements; process & track such requests in coordination with internal ops team ; Ensure ease of process & approvals for partners by coordinating with internal Ops team

Support partners to register claims on behalf of customers, coordinate to ensure approvals within agreed timelines

Skills Required

Insurance Sales

Education/Qualification

Graduate/Post Graduate

Desirable Skills

None