Key Relationship Manager - Banca Channel

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

• Drive the campaign/contest for the 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

• 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.
• Provide support for cancellation requests, policy endorsements; process & track such requests in coordination with internal ops team

• Minimum 1-2 Years of Sales experience Banca Insurance Sales
• Individual Performer