Role Summary: Provide support in Sales of Life Insurance business through bank customers at
bank branches across assigned locations,
Key Contributions
Drive wallet Share in the allocated bank branches with focus product mix.
Achieve pre-set business targets on ANP, case count, active branch, active
sales staff and various KPIs for designated branches
Working jointly with the Branch Manager on Business Implementation plan
Driving and motivating the branch staff along with Bank RM and providing
support for logging in applications sourced
Tapping the right database of the branch and ensure authentic documentation
Build relationship with the Bank 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 Bank Sales / operations team and conduct joint sales
calls as a team to achieve business nos.
Seek commitment from the partner towards achievement of business
objective
Managing the relationship between internal team and channel partner so as to
Foster sales for the company and mmaintain 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 Partners requirement
Ensuring timely issuance of policies with resolving all pending etc.
Adhere to the customer touch-point engagement in order 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
Ensure compliance to internal sales process & other compliance standards
Should be process & product champion to ensures adherence to policies and
procedures to cultivate a compliance culture in the team
Qualification Graduate Post Graduate
Experience 1 - 3 years in Sales (Insurance /
Financial Service Background)
Contact - Pratika - hidden_mobile
Keyskills: insurance bancassurance sales
YGK Global Group“ founded in 2017, is a leading Recruitment Company based out of Dharwad (Karnataka) started its services. We understand our client’s manpower requirements and assist them in procuring the right candidates with the desired profile. Our expertise is into Non -IT ...