Sales Manager - Bancassurance Axis
- Bajaj Allianz General
- 2 - 8 years
- Lucknow
- 3 months ago
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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 Bajaj General Insurance Limited portfolio, assess profitability & viability assessment of partnership
- Schedule meetings with prospective banking clients and brief them about Bajaj General Insurance Limited products/ offer them lucrative products in coordination with the Vertical Head
- 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 Bajaj General Insurance Limited
- 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.
Roles and Responsibilities
2
Job Classification
Industry: InsuranceFunctional Area / Department: BFSI, Investments & TradingRole Category: LendingRole: Sales ManagerEmployement Type: Full timeContact Details:
Company: Bajaj Allianz GeneralLocation(s): Lucknow
Keyskills: insurance health insurance channel sales agency sales general insurance sales business development sales life insurance banca sales sales management marketing bancassurance sales relationship management insurance sales claims bancassurance general insurance banca
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