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Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches. Working jointly with the Branch Manager on Business Implementation plan. Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced. Tapping the right database of the branch and ensure authentic documentation. Build relationship with the Bank Sales/ operations team and ensure the business targets and Productivity targets of the allocated branches are met effectively. Prospect and meet customers within and outside the Branch as when required. To develop, agree and implement short term and long term plans to achieve sales targets. To achieve branch RM activation targets. Work collectively with Bank Sales / operations team and conduct joint sales calls as a team to achieve business nos. Seek commitment from the partner towards achievement of business objective.
Managing the relationship between internal team and channel partner so as to Foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner. Provide all possible support to the channel partner as a face of parent company. Effectively execute all Marketing activities as per Partners requirement. Ensuring timely issuance of policies with resolving all pending etc. Adhere to the customer touch-point engagement in order to service his portfolio of customers. To maintain the desired persistency ratio. Prompt post-sales service with respect to all domains. Strategize and interact closely with the RM on business plan execution.
Ensure compliance to internal sales process & other compliance standards. Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team.
1 – 3 years in Sales (Insurance /Financial Service Background)