Sales Manaager - Banca - NBFC
☞ Bajaj Allianz General Insurance Company
전망: 111
갱신일: 06-05-2024
위치: Coimbatore Tamil Nadu
범주: 금융 / 은행 / 재고 경영진 마케팅 / 홍보 매상 서빙 / 클리너 / 가정부 PG / PB / 리셉션 행사 교육 훈련
산업: Insurance
작업 내용
- 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
- 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
- New Acquisition Banking Partners
- 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
- Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head
- 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 BAGIC
- 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
마감 시간: 20-06-2024
무료 후보 신청 클릭
작업 보고
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