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Bancassurance Job Vacancies in Dharwad

Field Sale Executive

Skywings Advisors Private Limited

  • 1 - 6 yrs
  • 4.8 Lac/Yr
  • Dharwad
Direct Sales Cold Calling Bancassurance Cross Selling Partner Development Customer Acquisition Retail Sales Direct Channel Key Client Retention
Key Responsibilities:Identify potential customers and generate leads through field visits and referencesSell life/health/general insurance products directly to individualsConduct need-based analysis and recommend suitable insurance plansAchieve monthly and quarterly sales targetsMaintain regular follow-ups with prospective and existing clientsCoordinate with the branch/office team for policy processing and customer supportEducate customers about product features, policy terms, and claim proceduresSubmit daily reports on field activity and leadsEnsure compliance with all regulatory guidelines and company policies
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Bancassurance Executive Bancassurance Manager Banca Sales Bancassurance BFSI Life Insurance Banking Sales Banking Insurance Agency Development Manager Sales Executive Field Sales Executive Field Sales Walk in
Life insurance sales through assigned Bank Branches.Coordinating between Bank and company from Lead generation to policy conversion.Follow up with Operations of Banks.To build mutually beneficial relationships with Bank and help in acquisition of clients.Customer Requirement Gathering and Analysis for better product pitching.Handling Objections and grievances and providing them with timely solutions.Guiding / mentoring new team members with required deliverable and company values.To plan and achieve business targets in the area of productivity, new premium, persistency, agent activation etc. Take responsibility for scanning the market for emerging opportunities. To devise and implement sales strategy to promote the productivity of the field force. To promote customer-centric culture among both staff and field force.Job Profile Key Responsibilities: Responsible for quality team development and playing an important role in expanding the market Building Distribution Network: Build a robust and profitable distribution network of Advisors & FLS. Productivity & Activation: To manage productivity and activation of the Advisors within the team. To promote productivity of the field force. Establish good working habits for the force, undertake productivity improvement drives, organize specialized training programs. Recruitment of Advisors to ensure growth and productivity. Responsible for increasing share of business by offering entire range of products by achieving Monthly, Quarterly and Annual target. Managing product mix, persistency, Lead Conversion% etc Managing accurate maintenance & updating database. Achieving goal sheet & contest achievement on weekly basis. Candidate should have a minimum of 1 year of experience in any Field / Banking / Insurance/- Life Insurance.Required Skills:Excellent communication skills.Should be sales driven.High level of energy.
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Area Business Head

Birla Workforce Solutions

Life Insurance Direct Insurance Bancassurance Area Business Head Sales Head
Manage a team of Sales Managers (SMs) on daily basis to meet or exceed business goals. Assist / Support SMs with activity management and review their performance on a weekly basis. Communicate deadlines and goals to team members. Allocate resources, Assign Business and supervise activities of SMs. Identify skill gaps and assist on joint calls with team members (SMs). Address team concerns and provide direction whenever needed. Ensure that all business operations are done in accordance with company standards. Resolve all customer issues and ensure to provide outstanding customer services. Conduct performance evaluation of team members (SMs) and provide feedback for improvements. Build strong working relationships and maintain effective communications with team members. Identify business challenges and suggest appropriate action plans. Build a positive working and learning environment for team members. Ensure that teams follow company policies and procedures at all times.
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Bancassurance Bancassurance Manager Bancassurance Executive Life Insurance Agency Development Manager Agency Development Agency Sales Agency Sales Manager Banca Sales Business Development Executive Business Development Manager Sales Development Manager Insurance Training Walk in
Li Training : provide Product Training to Newly Joined Advisors. Motivate & Support Advisors to Generate Sales. Provide Clarification to Queries and Handle Objections. Follow Up with Advisors. Make Advisors Active Every Month. Build Good Rapport with the Advisors.provide Product Training to Sales Managers and Sales Officers. Collect Prospect Data Sheets from Sales Managers to Track Sales Officers. Co-ordinate Team Meetings of Each Sales Manager and Set Goals. Support Sales Officers to Achieve Their Goals. Provide Clarification to Queries and Handle Objections. Follow Up with Insurance provide Awareness About the Importance of Insurance to the Customers Andgenerate Sales. After Sales Service.
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Banking Insurance Insurance Sales Financial Services Casa Mutual Funds Sales Incharge Loans NBFC Microfinance Walk in
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.
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