Direct Channel Job Vacancies in Tiruppur

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 same3. Sales completion process: Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document4. 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.5. 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. 6. 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.7. After Sales Service: Accept & follow up on suggestions, request & complaints received from clients, ensure claim requests are serviced8. Performance review: Proactively ensure performance review by submitting various sales reports as per agreed frequencies in order to ensure performance targets are achieved & exceeded, ensure meetings with manager to agree on targets & to review performance. 9. Supporting colleagues & bank sales team: Support other Relationship Managers and the bank sales team requested by the sales manager by coaching them in company knowledge, accompanying them on client visits.

Dear Candidate ,We are hiring for Business Development Manager post (Bancassurance Channel).Job description:- Sales: Accept leads generated from in-branch lead generators as well as warmleads provided by the bank from the database as well as generate own leads. Makeappointments, explore the customers financial needs in life-related investment andinsurance needs areas, select appropriate product to meet these needs from thecompany's product range, gain customer agreement to purchase, accurately completesales documentation.CTC: 2.50LPA to 5.50LPAExperience: min 1yr experience in Life InsuranceQualification: Graduation is mandatory.Channel: BancassuranceThanks &; RegardsKarishma

Generate Sales Leads On-time submission of quotation Initiate CRM activities Build and support Agents business growth Improve the revenue per kg of goods by offering competitive quotations. Generate Customer-wise profit Focus on seasonal business promotional activities Conducting of periodical customer meets Maintaining good relationship with clients and also attending their grievances. Making regular visit to all depots. Motivate the agents to bring good sales and recapture the lost business.

KEY RESPONSIBILITIES: Maximize Paid to Applied Business in coordination with Issuance/underwriting team and finance Handling Centralized welcome calling Process. Reduction in Discrepancy ratio. WIP Management - GO actionable TAT, issuance TAT. Vendor Bill Management Manage Dashboards & Governance for field ops Field operation & HO coordination for field operation fulfillment support. Lead Employee engagement initiatives for CAT-ops MEASURES OF SUCCESS: Paid to Applied Business 92% Ensure 100% welcoming calling on applied new business on time Minimize channel discrepancy ratio