The ESM is responsible for collaborating with the Bancassurance channel partner to achieve business goals in line with AOP Targets. This role involves managing a team of Planners to ensure they meet their targets, driving sales and customer retention, and building strong relationships with bank staff.
Key responsibilities include
- Drive Business Development by identifying and executing opportunities within Bancassurance channels.
- Execute and implement effective Sales and Customer Retention Strategies to achieve growth objectives.
- Foster strong Relationship Management with channel partners to improve collaboration and drive results.
- Balance Customer Service excellence with sales acquisition initiatives, ensuring seamless customer experience.
- Ensure strict adherence to regulatory and internal compliance guidelines to maintain operational integrity.
- Support the achievement of assigned targets on a month-on-month basis including persistency targets and hence ensure delivering of measurable results
Duties:
The jobholder will need to engage with RH, SP & other key stakeholders to drive Insurance sales through a combination of Coaching, Training, Field Sales support, and Business Development activities.
- Drive Business Development by identifying and executing opportunities within Bancassurance channels.
- Execute and implement effective Sales and Customer Retention Strategies to achieve growth objectives.
- Foster solid Relationship Management with channel partners to improve collaboration and drive results.
- Balance Customer Service excellence with sales acquisition initiatives, ensuring seamless customer experience.
- Ensure strict adherence to regulatory and internal compliance guidelines to maintain operational integrity.
- Support the achievement of assigned targets on a month-on-month basis including persistency targets and hence ensure delivering of measurable results