- Sales Planning

- Responsible for business target achievement of team by driving sale of life insurance products to Branch Banking customers of partner bank; team size of 8 to 10 Relationship Managers.

- Drive partner sales team activation & lead generator (LG) activation through regular engagement with partner branch staff.

- Ensuring discipline & rigor of daily sales activities, DSR & LMS input.

- Regular review & tracking of team performance.

- Building team capability through regular training interventions.

- To organize sales campaign, product launches and conduct training at partner branches.

- Ensuring adherence to end to end business process with in the specified timelines.

- Adhering to regulatory requirements & monitoring quality of business.

- Ensuring timey resolution of queries and complaints, and controlling the instances of adverse customer experience.

- Team & Sales management

- Responsible for ensuring key business metrics productivity, persistency, branch activation,



average ticket size & claim ratios for that Cluster/ Area.

- Provide guidance to the team in chasing/ converting/ generating business in assigned geography.

- Review & evaluate business parameters and provide inputs to the team.

- Ensuring discipline & rigor of daily sales activities, DSR & LMS input in the team.

- Partner servicing

- Analyze the bank’s customer base, bank’s offering, etc., shortlist relevant products and define product mix matching the customer base requirements.

- Resolve escalated issues related to grievance handling, provide input to minimize recurrence of issues.

- Review and ensure processes are compliant with guidelines set internally and by regulatory.

- Internal review

- Define and cascade various targets to the frontline team such as topline, dead business, etc.

📌 Senior Area Sales Manager (Bengaluru)
🏢 Bajaj Life Insurance
📍 Bengaluru