Roles and Responsibilities JOB DESCRIPTION
POSITION / DESIGNATION Business Development Manager-Bancassurance
JOB RESPONSIBILITIES 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.
KEY PERFORMANCE INDICATORS
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
PREFERRED CREDENTIALS
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