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Bancassurance - Sales Support

Company:
Bajaj Allianz General Insurance Company Limited
Location:
Srinagar, Jammu and Kashmir, India
Posted:
April 13, 2024
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Description:

1.Execution

Analyzethecustomersegmentation,salestrendsintermsofdemographics,geography,characteristicsetc.toassessthepotentialforbusiness

Conducttrainingsatthebranchforallbankingpartnersaroundregulatoryguidelinesandproducts.

PlanforactivationofbranchesthroughR&Ractivitiestoincreasethepenetrationinactivebranchestorealizefullpotentialofthebankpartnerinthegivengeography

2.RelationshipManagement

Drivethecampaign/contestforthePartnerBanktodrivesalesinprofitablesegments.

Assistbankingpartnersinpitchingproducttocrucialcustomers&drivingsalesclosureforthesame.

Identifycrosssellopportunitiesforexistingcustomers

3.NewAcquisitionBankingPartners

Gathermarketinformationofpotentialpartner,analyzepartnersprofileandcustomermixtoidentifybestproductfitmentfromBAGICportfolio,assessprofitability&viabilityassessmentofpartnership

SchedulemeetingswithprospectivebankingclientsandbriefthemaboutBAGICproducts/offerthemlucrativeproductsincoordinationwiththeVerticalHead

4.ServiceOrientation

Engagewithcrossfunctionalteamstoensureseamlessexecutionofworkacrosschannelsanddeliverdesiredproductivityincludingeverydayservicingandpolicyissuanceetc.

Gatherrelevantdocumentsfromcustomerpostsalesandsubmitthesametooperationsteamgatheradditionaldata/documentsasrequired

ResolveoperationalissuesfacedbythepartnerstoensuresmoothexperiencewhileworkingwithBAGIC

Providesupportforcancellationrequests,policyendorsementsprocess&tracksuchrequestsincoordinationwithinternalopsteamEnsureeaseofprocess&approvalsforpartnersbycoordinating

Desirable Skills :

1.Good communication skills. 2.Flexible & adaptable to change. 3.Well versed with MS Office. 4.Should have good analytical and problem-solving skills.

Years Of Exp :4 to 6 Years

Full time

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