Bancassurance Manager

Bajaj Allianz Life Insurance

Pune

Not disclosed

Work from Office

Full Time

Min. 4 years

Job Details

Job Description

Sales Manager - Bancassurance - HDFC - Branch Banking

Description

1.   Execution

ᄋ Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business

ᄋ Conduct trainings at the branch for all banking partners around regulatory guidelines and products.

ᄋ 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

ᄋ Drive the campaign/contest for the Partner Bank to drive sales in profitable segments.

ᄋ Assist banking partners in pitching product to crucial customers & driving sales closure for the same.

ᄋ Identify cross sell opportunities for existing customers

 

3.   New Acquisition Banking Partners

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

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

 

4.   Service Orientation

ᄋ Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc.

ᄋ Gather relevant documents from customer post sales and submit the same to operations team; gather additional data/documents as required

ᄋ Resolve operational issues faced by the partners to ensure smooth experience while working with BAGIC

ᄋ 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

Skills Required

Industry Understanding & Competitive Awareness ; Product Knowledge; Sales Strategy; Customer Relations.

Education/Qualification

None

Desirable Skills

1.Good communication skills. 2.Flexible & adaptable to change. 3.Well versed with MS Office. 4.Should have good analytical and pr

Job role

Work location

Pune

Department

Banking / Insurance / Financial Services

Role / Category

Banking/Loan Sales

Employment type

Full Time

Shift

Day Shift

Job requirements

Experience

Min. 4 years

About company

Name

Bajaj Allianz Life Insurance

Job posted by Bajaj Allianz Life Insurance

This job has expired

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