Job Summary (Detailed Role)

Build and maintain robust relationships with partner bank leadership and branch teams to enhance business penetration.

Drive sales of group Retail insurance products through the Microfinance Channel to achieve assigned targets.

As the MFI is the key customer of the Business Manager, so (s)he has to engage an open and trusting relationship with the Branch Managers/officers/staff

Engage the employees of the MFI branches in regular discussions to enhance their knowledge about insurance, different product offerings and understand their issues/concerns about selling insurance (if any). Identification of potential partners with Preliminary meetings. Spearhead all lead generation initiative from the bank whether through walk in, data-mining, referrals and others

Measures

Achieving sales targets

Activate & Penetrate branches for Insurance Sales

Arranging training programs for bank staff on products and selling skills

Increasing productivity of MFI branch

Relationship Management

📌 Cluster Manager - Rural Sales (Mathura)
🏢 Care Health Insurance
📍 Mathura