Role description
Role Summary:
Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations
Reports to Territory Sales Manager
Key Result Areas:
Sales
. 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
Relationship Management:
. 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 Complaince
. 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
Ensure Compliance
. 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
MIS & Reporting
. Adhering to the Training Road map.
. Providing timely reports to the Supervisor as per the requirement.
. Adhering to the TALIC code of conduct.
Skills Required:
Technical:
. Product/Subject matter expertise
. Business perspective & planning
. Finance / Insurance industry awareness
. Self management
. Problem solving skills
. Peer level co-ordination and influencing skills
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