· Manage sale through bancassurance channel with multiple branches of banks assigned.
· Achieve pre-set business targets by initiating 3 calls /day from the designated branches.
· Meet Customers of the Bank for Lead generated for insurance cross-selling.
· Work jointing with the Branch Manager on Business Implementation plan.
· Meet customers within and outside the Branch as and when required to develop, agree and implement short term and long term plans to achieve sales targets.
· Obtain referrals and writing proposals for bank customers.
· Take responsibility of the Cluster/region/zone, fulfil leads of the area & prospecting new business from the assigned areas.
· Closing sale and following up on issuance, to maintain the desired persistency ratio
Relationship Management:
· Managing relationship with the branch managers and employees of the Bank.
· Conduct various engagement activities for Bank Employees and Customers – initiated centrally or local.
· Involvement in work site activities (putting up stalls and making presentations in corporate.
· Adhere to the customer touch-point engagement in order to service his portfolio.
· Login the forms at branch and ensure issuance.
Pay: ₹250,000.00 - ₹425,000.00 per year
Advantages:
- Paid time off
Ability to commute/relocate:
- Mangalore, Karnataka: Reliably commute or planning to relocate before starting work (Preferred)