Sales
Drive wallet Share in the allocated bank branches with focus product mix.
Build relationship with the Bank Sales/ operations team to achieve pre-set
business targets on ANP, Productivity, Case count, Active branch, Active
sales staff and various KPIs for designated branches.
Capability of Self Lead Generation.
Working jointly with the Branch Manager / Branch LGs on Business plans
Driving and motivating the branch staff along with Bank RM and providing
support for logging in applications sourced
Prospect and meet customers within and outside the Branch as when required
To achieve branch RM Activation & Income targets
Work collectively with Bank Sales / operations team and conduct joint sales
calls as a team to achieve business nos.
Relationship
Management
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.
Provide all possible support to the channel partner as a face of parent
company.
Effectively execute all Marketing activities as per Partners requirement.
Ensuring timely issuance of policies with resolving all pending etc.
Adhere to the customer touch-point engagement in order to service his
Tata AIA Life Insurance Co. Ltd
portfolio of customers.
To maintain the desired persistency ratio.
Prompt post-sales service with respect to all domains.
Ensure Compliance
Ensure compliance to internal sales process & other compliance standards
Should be process & product champion to ensures adherence to policies and
procedures to cultivate a compliance culture in the team
MIS
Adhering to the Training Road map.
Providing timely reports to the Supervisor as per the requirement.
Adhering to the TALIC code of conduct.
Experience : 1 - 5 Years
No. of Openings : 1
Education : Any Bachelor Degree
Role : Bancassurance Officer
Industry Type : Banking / Financial Services / Stock Broking
Gender : [ Male / Female ]
Job Country : India