Job Description
Job Description
ExecutionAnalyze the customer segmentation
sales trends in terms of demographics
geography
characteristics etc
to assess the potential for businessConduct trainings at the branch for all banking partners around regulatory guidelines and products
Plan for activation of branches through R
R activities to increase the penetration in active branches to realize full potential of the bank partner in the given geographyRelationship ManagementDrive the campaign
contest for the Partner Bank to drive sales in profitable segments
Assist banking partners in pitching product to crucial customers
driving sales closure for the same
Identify cross sell opportunities for existing customersNew Acquisition Banking PartnersGather market information of potential partner
analyze partners profile and customer mix to identify best product fitment from BAGIC portfolio
assess profitability
viability assessment of partnershipSchedule meetings with prospective banking clients and brief them about BAGIC products
offer them lucrative products in coordination with the Vertical HeadService OrientationEngage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc
Gather relevant documents from customer post sales and submit the same to operations team gather additional data
documents as requiredResolve operational issues faced by the partners to ensure smooth experience while working with BAGICProvide support for cancellation requests
policy endorsements process
track such requests in coordination with internal ops team Ensure ease of process
approvals for partners by coordinating with internal Ops teamSupport partners to register claims on behalf of customers
coordinate to ensure approvals within agreed timelines
Education
Qualification
GraduationYears Of Exp
1 to 5 years
ExecutionAnalyze the customer segmentation
sales trends in terms of demographics
geography
characteristics etc
to assess the potential for businessConduct trainings at the branch for all banking partners around regulatory guidelines and products
Plan for activation of branches through R
R activities to increase the penetration in active branches to realize full potential of the bank partner in the given geographyRelationship ManagementDrive the campaign
contest for the Partner Bank to drive sales in profitable segments
Assist banking partners in pitching product to crucial customers
driving sales closure for the same
Identify cross sell opportunities for existing customersNew Acquisition Banking PartnersGather market information of potential partner
analyze partners profile and customer mix to identify best product fitment from BAGIC portfolio
assess profitability
viability assessment of partnershipSchedule meetings with prospective banking clients and brief them about BAGIC products
offer them lucrative products in coordination with the Vertical HeadService OrientationEngage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc
Gather relevant documents from customer post sales and submit the same to operations team gather additional data
documents as requiredResolve operational issues faced by the partners to ensure smooth experience while working with BAGICProvide support for cancellation requests
policy endorsements process
track such requests in coordination with internal ops team Ensure ease of process
approvals for partners by coordinating with internal Ops teamSupport partners to register claims on behalf of customers
coordinate to ensure approvals within agreed timelines
Education
Qualification
GraduationYears Of Exp
1 to 5 years
💡 Quick Summary
Seeking a career-building opportunity? The Sales Manager Bancassurance Pvt Banks 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.
