Job Description
Job Description :
• Execution
• Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business
• Conduct 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 geography
• Relationship Management
• Drive 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 customers
• New Acquisition Banking Partners
• Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from BAGIC portfolio, assess profitability & viability assessment of partnership
• Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head
• Service Orientation
• Engage 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 required
• Resolve operational issues faced by the partners to ensure smooth experience while working with BAGIC
• Provide 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 team
Support partners to register claims on behalf of customers, coordinate to ensure approvals within agreed timelines
Desirable Skills :
'1. Minimum relevant experience from 1-2 years in Bancassurance is required. 2.Post Graduate 3.Preferably from general insurance background with working knowledge technical aspects of Business 4.Good communications and presentation skills 5.Flexible and adaptable to change.'
Education/Qualification:Graduate/ Post Graduate
Years Of Exp :1 to 2 Years
• Execution
• Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business
• Conduct 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 geography
• Relationship Management
• Drive 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 customers
• New Acquisition Banking Partners
• Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from BAGIC portfolio, assess profitability & viability assessment of partnership
• Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head
• Service Orientation
• Engage 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 required
• Resolve operational issues faced by the partners to ensure smooth experience while working with BAGIC
• Provide 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 team
Support partners to register claims on behalf of customers, coordinate to ensure approvals within agreed timelines
Desirable Skills :
'1. Minimum relevant experience from 1-2 years in Bancassurance is required. 2.Post Graduate 3.Preferably from general insurance background with working knowledge technical aspects of Business 4.Good communications and presentation skills 5.Flexible and adaptable to change.'
Education/Qualification:Graduate/ Post Graduate
Years Of Exp :1 to 2 Years
💡 Quick Summary
Seeking a career-building opportunity? The Sales Manager|Banc assurance|HDFC position is now open for candidates interested in the Bank Jobs sector. This role in Raipur 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.
