This position is open with Bajaj Finance ltd. To drive insurance cross sell at designated BFL branches, achieve AOP business numbers and contribute to the company's bottom line
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 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
Qualifications and Experience Educational Qualifications
- MBA (preferable)
Work Experience
- 1-2 years minimum of Insurance Industry experience preferably in Agency / DST channel.