Job Purpose
To derive Insurance Business from assigned Relationship/Channel partner in an area or zone, to convince the relationship so they can convince their customer to invest in Birla Sunlife Insurance. To ensure all the pre and post sales support and services to the relationship as well as to the clients along with the team dedicated to the relationship. Ensure not only achieving the target but also to make sure there is a consistent growth in the business every quarter.
Roles and Responsibilities
Employees are ON ROLLS of Aditya Birla Sunlife Insurance.
Employee will be mapped to the respective Bank Branches basis on the geography assigned.
Prime Responsibility to generate insurance Business through Bank Branch, walk-in customers and leads generated by the Branch staff.
They will be required to generate business only for the assigned branch in the assigned geography through Recent or Old customers.
Providing support to branch profitability by selling ABSLI Insurance product through different acquisition channels in the catchment area.
Will be responsible for achieving monthly sales target assigned:
NOP
FYP
Persistency
Customer complaint
Responsible for customer complaints and need to be resolved in the specific TAT, & ensure quality customer service is delivered.
Penetration of LI to existing and new customers.
Employee has to build the smooth-qualified relationship with the respective Branch Manager & with the Branch employees.
In the open Architecture Scenario its very essential to built the robust relationship with the Banca partners.
Key Expectations:
To Handle Bank customers requirements with the best services and products ranges.
To make ourself equipped with insurance and Bank Products knowledge.
To manage the relationship at all the levels to have the desire outputs.
Communicating any product changes, process change or change in any rules and regulations (internal / IRDA) with the help of different training module to Banca Partners.
Supporting