25 Aug
|
Bajaj Life Insurance
|
Chennai
25 Aug
Bajaj Life Insurance
Chennai
In an Non-Banking Financial Company (NBFC), a Front Line Sales (FLS) role within a channel sales setup (such as Direct Sales, Agency, or Indirect/Intermediary channels like DSAs) is responsible for driving ground-level customer acquisition, managing partner relationships Core Roles and Responsibilities · Customer Acquisition & Sourcing: o Generate fresh leads through field visits, open-market canvassing, cold calling, and local promotional activities. o Source retail or corporate lending products (such as personal loans, business loans, home loans, or loan against property). · Channel Partner Management: o Build and maintain solid working relationships with Direct Selling Agents (DSAs), local connectors, builders, or financial advisors. o Coordinate regularly with channel partners to drive steady deal flows and secondary referrals. · End-to-End Deal Processing:
o Manage the loan journey from initial login and documentation collection to credit underwriting coordination and final disbursement. o Counsel clients on product terms, eligibility, and repayment structures. o Portfolio Quality & Compliance: o Conduct preliminary KYC and basic financial/credit checks (such as verifying CIBIL standing) to ensure file hygiene. o Assist internal collections teams if early payment defaults or delinquency risks arise. [ · Reporting & Target Tracking: o Maintain daily sales reports, lead pipelines, and Market Information System (MIS) records. o Achieve assigned monthly or quarterly target volumes for sourcing and disbursal. If you are preparing for an interview or writing a , tell me: · Which specific product line (e.g., housing finance, used vehicles, microfinance, or business loans)
📌 Senior Relationship Manager (Chennai)
🏢 Bajaj Life Insurance
📍 Chennai