Sales Manager - Bancassurance - HDFC - Branch Banking

Department Icon Product Management
113+ Applicants
Posted: 2 years ago
4-8 years
Pendurthi, Andhra Pradesh, India
Work From Office

Posted: 2 years ago
|
Applicants: 113+
Job Description
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Job Description

  • Execution
  • Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business
  • Conduct trainings at the branch for all banking partners around regulatory guidelines and products.
  • Plan for activation of branches through R&R activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography
  • Relationship Management
  • Drive the campaign/contest for the Partner Bank to drive sales in profitable segments.
  • Assist banking partners in pitching product to crucial customers & driving sales closure for the same.
  • Identify cross sell opportunities for existing customers
  • New Acquisition Banking Partners
  • Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from BAGIC portfolio, assess profitability & viability assessment of partnership
  • Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head
  • Looking to get Placed? Try our Placement Guarantee Plan

  • Service Orientation
  • Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc.
  • Gather relevant documents from customer post sales and submit the same to operations team; gather additional data/documents as required
  • Resolve operational issues faced by the partners to ensure smooth experience while working with BAGIC
  • Provide support for cancellation requests, policy endorsements; process & track such requests in coordination with internal ops team ; Ensure ease of process & approvals for partners by coordinating with internal Ops team
Support partners to register claims on behalf of customers, coordinate to ensure approvals within agreed timelines

Skills

Execution

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Important dates & deadlines?

Application Deadline

27 May 24, 02:33 PM IST

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Sales Manager - Bancassurance - HDFC - Branch Banking

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