To drive insurance cross sell at designated BFL branches, achieve AOP business numbers and contribute to the company's bottom line
Duties and Responsibilities
- Hub branch CSB create beat plan for CSB+ branches
- Ensure branch relationship management to generate leads for partner RM
- Lobby management Tap walk-in customers in CSB+ branches to generate LI GI volumes for the branches
- Use supervisor rights on CRM portal to monitor lead utilizations dispositions by partner RMs
- Support Contest RR drives through the branch team
- Coordinate with partner RMs for policy issuance branch team for pending resolutions
- Take part in the morning huddle for the branch discuss on Insurance products , prospects , lead status
- Engage partner RMs to participate in branch huddle for any pending issue resolution
- Deliver self productivity target designated as per branch mapping
- Facilitate cluster meet in alignment with the partners
- Ensure partner mix delivery
- Generate leads from cashier teams across branches ensure self closure
- Ensure 100% branch visits every week for branch cashier activation
Educational Qualifications
Educational Qualifications
- a) Qualifications preferable
- MBA
- b) Work Experience
- 1-2 years minimum of Insurance Industry experience preferably in Agency / DST channel.