the business manager has the responsibility of driving sales and achieving the
sales target for the assigned bank branches
target achievement
• drive sales and achieve targets through the bank branches
• selling company’s product
sales support
• support the cro in his sales effort, in terms of generating benefit
illustrations, accompanying on client calls if required etc
relationship management
• the bank is the key customer of the business manager and he has to
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, company’s product offerings and
understand their issues/ concerns about selling insurance (if any)
• ensure that all service requirements are met, medicals facilitated and
customers are satisfied.
lead generation
• spearhead all lead generation initiative from the bank – whether through walk
in, data-mining, referrals and others.
qualitative • achieving sales targets
• activate & penetrate branches for insurance sales
• arranging training programs for bank staff on products and selling skills
• increasing productivity of bank branch
quantitative • achievement of monthly / quarterly / half yearly and annual sales target
work experience 2-4 years in insurance / banking / finance / fmcg / nbfc / pharma sales and
freshers.
age below 35 years
qualifications diploma, graduates / mbas of formal education is desirable.
competencies result orientation
leadership skills
customer orientation
interpersonal and communication skills
energy, drive and initiative
cost and quality consciousness