To drive insurance cross sell at designated BFL branches, achieve AOP business numbers and contribute to the company’s bottom line
Duties And Responsibilities
PRINCIPAL ACCOUNTABILITIES
(Accountabilities associated with the job)
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 RM’s
Support Contest & R&R; drives through the branch team
Coordinate with partner RM’s 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 RM’s 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
Required Qualifications And Experience
nimum acceptable proficiency for this job which best indicates the education and/or experience requirements of this job and not the incumbent)
Educational Qualifications
Qualifications preferable
MBA
Work Experience
1-2 years minimum of Insurance Industry experience preferably in Agency / DST channel.