Interact with Bank branch employee, Banks Cluster Head to help them achieve sales targets & , while ensuring that the persistency & productivity is maintained
Provide guidance &support to Banks employee,and all stakeholders in terms of submissions, issuance , pending resolve etc
Maintain good relationship with Banks Cluster Head – interact with him regularly to assess business status. Take help from them to push & motivate them to maintain productivity
Maintain persistency by monitoring case size & healthy product mix
Ensure that they are meeting their team targets as well as individual sales targets
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
Ensure Recruitment is as per plans
Regularly interact with HR to ensure that recruitment is as per plan
Monitor the performance of RMs to promote them to the next level
Ensure that RMs meet their respective targets which will promote them to the next level
Maintain & drive compliance at the zone
Ensure adherence to SOPs & sales processes & instigate disciplinary action against those fond breaching them
Critical Competencies:
Good Communication Skills.
Good in Customer Handling
Knowledge of finance & investment.
Eligibility Criteria:
Edu: Graduation mandatory
Exp: Minimum 4 yrs in insurance sales
Age: between 22-40 years
Locality awareness: Local for minimum 1 years