Looking For Business Development Manager

Skywings Advisors Private Limited

post: - bdm - bancassurance

key accountabilities

1. sales: accept leads generated from in-branch lead generators as well as warm leads provided by the bank from the database as well as generate own leads. make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the companys product range, gain customer agreement to purchase, accurately complete sales documentation.

2. incentive programs: cascade the incentive programs & ensure complete success in implementation of the same

3. sales completion process: responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document

4. new markets/segments: explore opportunities to develop new markets/ segments in line with company sales strategy from time to time

5. cross sell/ up-sell: build a good customer base in order to explore opportunities to cross-sell & up-sell, obtain referral to further prospects where appropriate.

6. relationship building:

build long term relationship with the bank staff & clients by responding appropriately to all bank/client queries either directly received or forwarded by the service company.

know all the branch managers, relationship managers & employees of all assigned branches on a personal level

7. customer relationship management: arrange meetings of banks branch managers & staff with existing clients at least once a year, acknowledging birthdays & anniversaries to review their financial circumstances & life insurance needs as well as to obtain referrals to further prospects.

8. after sales service: accept & follow up on suggestions, request & complaints received from clients, ensure claim requests are serviced

• Experience

  1 - 7 Years

• No. of Openings

  4

• Education

  Professional Degree

• Role

  Business Development Manager

• Industry Type

  Insurance / Claims

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Home

• Face interview location

  roshini.s@skywingsadvisors.com