Reporting to Cluster head, the position is responsible for managing the sale of Life Insurance products to the clientele of the Bank across channels and all cities in that region with special focus on the analysis and satisfaction of these Customers’ financial as well as Insurance needs and objectives.
Key Responsibilities
Generate current business to achieve defined sales and revenue targets.
Keeping In and out knowledge of the products being sold by him.
Create proper comparison of the similar products in other companies.
Create and manage an effective Sales Tracker to measure and manage their activity levels.
Continuously improve the quality of sale and key sales ratios by attending the trainings arranged for them, if required.
Providing timely MIS as required relating to the various aspects of the business-Applied, business lead generation, Issued business,
product mix, lapsation, etc.
Conduct a credit report on customers to find out what sort of insurance rates they can be given, explain to customers what sort of coverage they are getting, and what kind of monetary values the insurance company will payout in the event of damage to the insured.
Ensuring complete customer satisfaction starting from the first payment of premium till the claim management.
Liasoning with Insurance Company’s representatives on a regular basis.
Ensure timely and accurate compliance to all statutory requirements.
To check if all the required documents and forms are in place, wherever applicable.