Job Description
Job Description:
Lead – Large Corporate Business Banca PSU
PRINCIPAL ACCOUNTABILITIES
Bank Relationship Management
• Meeting LCB Branch heads of the partner Banks who handle corporate customers of their region/Zone and their customers
• Target 100+ Cr Accounts or as per Bank's definition of large corporate accounts
• Provide superior Customer experience
• Create a relationship and maintain healthy rapport with Branch heads, Relationship Managers, Regional/Zonal Heads, Corporate Clients, and Key decision makers and convert proposals
• Maintaining Relationship Matrix and Mapping sheet of Corporate Accounts/Clients
Deliver Premium targets
• Identify Client segments and tailor-make prompt strategies in consultation with the line function.
• Set benchmarks and monitor the progress on a daily basis.
• Provide feedback on Insurance related activities at the ground to Partner Bank's Line supervisors through updates, MIS and regular meetings.
• Weekly review meetings with Regional heads and Monthly business review meeting with Zonal Heads of Partner Banks to discuss course-correction if any and way forward.
• Conduct RM Road shows regularly and address them to garner top-of-the-mind recall.
• Convert at least one 50lakh account (non-GMC, GPA) every quarter
• Cross-sell to Corporate's Employees
Manage Renewals
• Plan and strategies with the Actuarial team to provide product features that disincentives surrenders and incentives for long term loyalty.
• Ensuring adequate focus is maintained by the sales team on renewals.
• Maintaining Account wise Insurance Mapping sheet, Client's Bank Business Activity -New Sanctions,
Client expectation management
• Working with internal cross functional teams to provide Partner Banks Customer, an unparalleled customer experience.
• Monitoring the adherence of agreed TAT in each case becomes a necessity Team Member role ( Individual)
• Number of Direct Reports: NA
• Number of Outsourced employees: NA
Skills Required:
8+ years' experience in managing Banca or Any corporate salesproduct & functionary
Desirable Skills:
1.Good communication skills. 2.Flexible & adaptable to change. 3.Well versed with MS Office. 4.Should have good analytical and problem-solving skills
Lead – Large Corporate Business Banca PSU
PRINCIPAL ACCOUNTABILITIES
Bank Relationship Management
• Meeting LCB Branch heads of the partner Banks who handle corporate customers of their region/Zone and their customers
• Target 100+ Cr Accounts or as per Bank's definition of large corporate accounts
• Provide superior Customer experience
• Create a relationship and maintain healthy rapport with Branch heads, Relationship Managers, Regional/Zonal Heads, Corporate Clients, and Key decision makers and convert proposals
• Maintaining Relationship Matrix and Mapping sheet of Corporate Accounts/Clients
Deliver Premium targets
• Identify Client segments and tailor-make prompt strategies in consultation with the line function.
• Set benchmarks and monitor the progress on a daily basis.
• Provide feedback on Insurance related activities at the ground to Partner Bank's Line supervisors through updates, MIS and regular meetings.
• Weekly review meetings with Regional heads and Monthly business review meeting with Zonal Heads of Partner Banks to discuss course-correction if any and way forward.
• Conduct RM Road shows regularly and address them to garner top-of-the-mind recall.
• Convert at least one 50lakh account (non-GMC, GPA) every quarter
• Cross-sell to Corporate's Employees
Manage Renewals
• Plan and strategies with the Actuarial team to provide product features that disincentives surrenders and incentives for long term loyalty.
• Ensuring adequate focus is maintained by the sales team on renewals.
• Maintaining Account wise Insurance Mapping sheet, Client's Bank Business Activity -New Sanctions,
Client expectation management
• Working with internal cross functional teams to provide Partner Banks Customer, an unparalleled customer experience.
• Monitoring the adherence of agreed TAT in each case becomes a necessity Team Member role ( Individual)
• Number of Direct Reports: NA
• Number of Outsourced employees: NA
Skills Required:
8+ years' experience in managing Banca or Any corporate salesproduct & functionary
Desirable Skills:
1.Good communication skills. 2.Flexible & adaptable to change. 3.Well versed with MS Office. 4.Should have good analytical and problem-solving skills
💡 Quick Summary
Seeking a career-building opportunity? The AVP Bancassurance | Large Corporates position is now open for candidates interested in the Bank Jobs sector. This role in New Delhi offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
