4–6 years of experience in Bancassurance sales (Life Insurance)/open market experience
Hands-on experience in generating business through Partnerships/Self Sourcing/Referrals
Strong understanding of customer profile
Generate insurance leads through referrals, branch walk?ins, customer data mining
What To Look For In a Candidate
Presentable, communication skills with quick check on basic maths.
Check energy levels, hunger for growth & for incentives.
Look for success stories of sales closures done through open market if any
Team Handling
Job Purpose
Drive Life Insurance Business from fresh customer acquisition across campaigns
To ensure all the pre and post sales support and services
To achieve Sales Targets as defined by the organization
Dimensions
What are the areas (in quantitative terms) the job has an impact on?
Dimension
Remarks
Manpower (Nos.)
Direct: 5-7
Indirect: N/A
FYP Targets
NOP Targets
Renewal Collection on orphan Base
Job Context & Major Challenges (What are the specific aspects of the job that provide a challenge to the jobholder in the context of the Unit/Zone?
Key Challenges for the role –
To identify new Life Insurance customers
To ensure differentiated and segmented approach to various campaigns
To manage attrition of the front-line sales force
Principal Accountabilities
Accountability
Supporting Actions
Acquire New Life Insurance Customers
Acquire current customers from Partnerships, Referrals
Lead generation from these new customers
Achieve Targets related to Premium and NOP
Allocate leads to the team members as per targets decided.
Periodically monitor and review performance on the assigned topline and h
📌 CRM DM Orai (India)
🏢 Aditya Birla Capital
📍 India
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