Achieve assigned annual target of the branch by driving sales across all customer
segments- Business mix in terms of blended premium & no. of cases.
Maintain cordial relationship across all ranks and files of the branch and resolve
escalations with in TATs
Support banks sales force in terms of various activities like
o Joint sales calls to generate leads
o Update branch manager on accurate records of referrals received from all
constituents of the branch
o Adhere to the TATs on first customer contact & follow ups from the date the lead is
being registered
o Service branch customers for any query
Regular product training / refresher to the sales force of the branch
Ensure activation of banks sales force on a weekly, fortnightly, and monthly basis
Drive productivity by right advising of health insurance solutions
Measure penetration across relationship manager, client base / branch base
Update lead management system
Engage in branch customer awareness program and explore every possible
opportunity to bundle the health insurance proposition
Create mindshare across branch leadership team
Drive effectively the Reward and recognition programs launched for the bank staff.