Job Description
• Job Responsibilities(JR) : 6 8 Areas Actionable (4-6) Increasing Business Volumes and penetration Driving Auto Loans team for SK/MI/CP/EW Business Driving TW Loans team for IB/MI/EW Business Driving TR Loans Team for CP/MI/EW Business Driving CTG Loans team for CP/MI Business Training and Development Training Auto Loan BDRs for doing SK/MI/CP/EW Training TW Loan Canvassers for doing IB/MI/EW Training TR Loan SOs for doing MI/CP/EW Training CTG Loan team for CP/MI Business Channel Development Meeting with DSA/Dealer of Auto Loans for business development activities Meeting TW Dealers and sub dealers for business development activities Meeting TR Dealers for business development activities Meeting CTG Loan DSA/Dealers for business development activities .
• Coordination Coordination and transaction level interaction with HDFC ERGO on a daily basis for MI/SK Business Coordination and transaction level interaction with HDFC LIFE on a daily basis for CP business Coordination and transaction level interaction with BHARTI AXA on a daily basis for MI business Coordination and transaction level interaction with Bajaj Allianz on a daily basis for EW/MI Business Claims Settlement and Customer Escalation Tracking claims settlement in MI and SK cases with HDFC ERGO.
• Tracking claims settlement in CP with HDFC LIFE.
• Coordination with Sales and Collections team in NPA and overdue cases where claim is registered Handling customer escalations so that grievances are resolved within the TAT Retention Business Coordinating with Insurance HDFC ERGO and Bharti AXA with renewal and rollover business of existing customers Meeting with DSA/DDSA and updating them about retention business Visiting branches and updating on renewal and rollover business opportunities Updating vehicle loans team on renewal and rollover business status.
Skills
• Sales and Influencing Skills
• Computer Literacy
• Banking Product & Process Knowledge
• Insurance Product and Regulatory Knowledge
• Planning and Organizing Skills
• Communication
• Knowledge of Competition & Current trends in financial/insurance Industry
• Coordination Coordination and transaction level interaction with HDFC ERGO on a daily basis for MI/SK Business Coordination and transaction level interaction with HDFC LIFE on a daily basis for CP business Coordination and transaction level interaction with BHARTI AXA on a daily basis for MI business Coordination and transaction level interaction with Bajaj Allianz on a daily basis for EW/MI Business Claims Settlement and Customer Escalation Tracking claims settlement in MI and SK cases with HDFC ERGO.
• Tracking claims settlement in CP with HDFC LIFE.
• Coordination with Sales and Collections team in NPA and overdue cases where claim is registered Handling customer escalations so that grievances are resolved within the TAT Retention Business Coordinating with Insurance HDFC ERGO and Bharti AXA with renewal and rollover business of existing customers Meeting with DSA/DDSA and updating them about retention business Visiting branches and updating on renewal and rollover business opportunities Updating vehicle loans team on renewal and rollover business status.
Skills
• Sales and Influencing Skills
• Computer Literacy
• Banking Product & Process Knowledge
• Insurance Product and Regulatory Knowledge
• Planning and Organizing Skills
• Communication
• Knowledge of Competition & Current trends in financial/insurance Industry
💡 Quick Summary
Seeking a career-building opportunity? The Sales Mgr Ins| Crosssell position is now open for candidates interested in the Bank Jobs sector. This role in Ahmedabad 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.
