- MBA with 1-2 years insurance industry experience in Agency/DST channel
- Drive insurance cross-sell at branches, manage branch relationships, generate leads, monitor CRM portal, support contests, coordinate policy issuance, and ensure branch visits
Job Summary
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 RR 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
Work Experience
- 1-2 years minimum of Insurance Industry experience preferably in Agency / DST channel.