responsible for preparing and maintaining insurance policy records. also handled the tasks of checking premium records on a regular basis assisted insurance sales team in achieving monthly sales target. provided support to insurance sales financial department and handled additional duties and responsibilities as required
target achievement
• drive sales and achieve targets through the bank branches sales support
• support the customer relationship officer in the branch for his/ her sales effort, in terms of generating benefit illustrations, accompanying on client calls relationship management
• bank is the key customer of the business development manager, and he/she must engage an open and trusting relationship with the branch managers/officers/staff
• engage the employees of the bank branches in regular discussions to transfer knowledge about insurance.
• ensure that all service lead generation
• spearhead all lead generation initiative from the bank – whether through walk-in, data mining, referrals, etc.
- develop various sources of agent hiring & build a team of agent & agent pipe line
- conduct activity to enhance existing agent footfall to generate fresh referral for new agent hiring
- development of agent prospecting habits, calling habits and work habits
- work with agent on planning and reviewing of activities and goals
- identify the training needs of the agent and work with trainers to improve the same
- meet business targets
- improve agent productivity & retention
- maintain the quality vectors of business including persistency and surrender