Role Summary:
- Visit partner branches and interact with Bank branch managers
- Ensure sales targets assigned are met on every parameter
- Interact with customers to explain the products and solutions
- Help branches mapped to her/him help achieve insurance sales targets
· Interact with the Bank branch teams and customers to explain the products and promote the brand
· Sales and support to all branches assigned – complete documentation, medicals, close pending documentation.
· Drive local contests and engagements to engage teams
· Keep track of all contests and initiatives launched – bank, other insurers and Tata AIA Life
· Maintain positive relationship with Bank Branch manager - interact with him regularly to assess business status. Take help from them to push & motivate them to maintain productivity
· Managing the relationship between internal team and channel partner so as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner
· Aid the bank branches to adopt new processes and technology
Ensure sales targets assigned are met on every parameter
· Assist Branch team to ensure their insurance targets are met by providing sales support, correct training, product updates, sales information.
· Allign partner to ensure both teams are working towards the same goal
Customer service
· Ensure adequate customer service – grievance redressal, claim settlemen