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
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
💡 Quick Summary
Seeking a career-building opportunity? The Sales Mgr|Ins| Crosssell Apply position is now open for candidates interested in the Bank Jobs sector. This role in Pune 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.
