Job Description
Job Description
ROLE PROFILE
BASIC INFORMATION ON THE ROLE
Role Name / Designation
BDM
Function / Department
Sales
Grade/Level
As per Interview Performance & relevant experience.
Reporting to
Functionally
Administratively
Cluster Manager / Regional Business Manager
Cluster Manager / Regional Business Manager
PURPOSE OF THE ROLE
The purpose of this role is to provide solutions to the customer and meeting revenue targets.
KEY RESPONSIBILITIES OF THE ROLE
To identify potential customers and establish business relationship with them.
Manage and conduct of various relationship building exercises like key customer meet.
Achieving individual revenue targets as decided from time to time.
Organizing corporate meeting for product presentation.
KEY PERFORMANCE INDICATORS
Budgetary achievement of revenue generated from LI, GI & MF
13 months renewal persistency
Achievement of target PCV - based on all India average
Increase in No. of customers
Number. of active lead generated and number. of cases logged
Tele-verification as % to total cases logged
Regulatory & internal compliance
MISCELLANEOUS ACTIVITIES
To collate and analyze all business development and sales activity related data and prepare reports on the same.
To coordinate and manage collection counters and allied branch services in absence of concerned officers.
KEY INTERACTION
Internal
Nature or purpose of interaction
Zonal Sales Head
To report progress on sales activities and seek suggestions.
Area Sales Head
To report progress on sales activities and coordinate for planning, organizing and executing customer development activities.
Branch Manager
To discuss sales activity plan and work in coordination for the implementation of the same.
CRO
To provide inputs with respect to after sales service & customer relationship.
External
Nature or purpose of interaction
Customers
To ensure effective product selling and redressal of grievances.
Requirements
1. MINIMUM QUALIFICATION - GRADUATE.
2. EXPERIENCE IN INSURANCE PRODUCTS PREFERABLE.
3. EXPERIENCE IN CHANNEL SALES PREFERABLE.
4. EXPERIENCE ABOUT LOCAL MARKET PREFERABLE.
5. EXPERIENCE ABOUT HANDLING INSURANCE CUSTOMERS PREFERABLE.
Benefits
CTC (SALARY) & OTHER STANDARD BENEFITS ARE AS PER INDUSTRY STANDARDS.
Requirements
1. MINIMUM QUALIFICATION - GRADUATE. 2. EXPERIENCE IN INSURANCE PRODUCTS PREFERABLE. 3. EXPERIENCE IN CHANNEL SALES PREFERABLE. 4. EXPERIENCE ABOUT LOCAL MARKET PREFERABLE. 5. EXPERIENCE ABOUT HANDLING INSURANCE CUSTOMERS PREFERABLE
ROLE PROFILE
BASIC INFORMATION ON THE ROLE
Role Name / Designation
BDM
Function / Department
Sales
Grade/Level
As per Interview Performance & relevant experience.
Reporting to
Functionally
Administratively
Cluster Manager / Regional Business Manager
Cluster Manager / Regional Business Manager
PURPOSE OF THE ROLE
The purpose of this role is to provide solutions to the customer and meeting revenue targets.
KEY RESPONSIBILITIES OF THE ROLE
To identify potential customers and establish business relationship with them.
Manage and conduct of various relationship building exercises like key customer meet.
Achieving individual revenue targets as decided from time to time.
Organizing corporate meeting for product presentation.
KEY PERFORMANCE INDICATORS
Budgetary achievement of revenue generated from LI, GI & MF
13 months renewal persistency
Achievement of target PCV - based on all India average
Increase in No. of customers
Number. of active lead generated and number. of cases logged
Tele-verification as % to total cases logged
Regulatory & internal compliance
MISCELLANEOUS ACTIVITIES
To collate and analyze all business development and sales activity related data and prepare reports on the same.
To coordinate and manage collection counters and allied branch services in absence of concerned officers.
KEY INTERACTION
Internal
Nature or purpose of interaction
Zonal Sales Head
To report progress on sales activities and seek suggestions.
Area Sales Head
To report progress on sales activities and coordinate for planning, organizing and executing customer development activities.
Branch Manager
To discuss sales activity plan and work in coordination for the implementation of the same.
CRO
To provide inputs with respect to after sales service & customer relationship.
External
Nature or purpose of interaction
Customers
To ensure effective product selling and redressal of grievances.
Requirements
1. MINIMUM QUALIFICATION - GRADUATE.
2. EXPERIENCE IN INSURANCE PRODUCTS PREFERABLE.
3. EXPERIENCE IN CHANNEL SALES PREFERABLE.
4. EXPERIENCE ABOUT LOCAL MARKET PREFERABLE.
5. EXPERIENCE ABOUT HANDLING INSURANCE CUSTOMERS PREFERABLE.
Benefits
CTC (SALARY) & OTHER STANDARD BENEFITS ARE AS PER INDUSTRY STANDARDS.
Requirements
1. MINIMUM QUALIFICATION - GRADUATE. 2. EXPERIENCE IN INSURANCE PRODUCTS PREFERABLE. 3. EXPERIENCE IN CHANNEL SALES PREFERABLE. 4. EXPERIENCE ABOUT LOCAL MARKET PREFERABLE. 5. EXPERIENCE ABOUT HANDLING INSURANCE CUSTOMERS PREFERABLE
💡 Quick Summary
Seeking a career-building opportunity? The branch sales position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai 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.
