Managing relationship with Axis Branch Sellers and thereby meeting target through Bank s FOSResponsible for managing the leads generated from Branch and thereby convert into quality business.Must adhere to the process set and timely coordinate with Cluster Manager and Operations HUB. Ensuring minimal customer complain.Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered.Ensuring 15month persistency on track and thereby ensure a robust follow up mechanism with the customers.Coordinating with Cluster Training manager to ensure bank staff regularly on concepts in life insurance and new product introductions.Shall be responsible for making active the branch banking sellers and thereby achieving the activation targetEnsuring LMS usage as Tracking Mechanism on line and follow up Calls.Measures of Success
Business Plan-
Adj MFYP Collected (Rs.) - Plan v / s Actual- as per target assigned
Protection Sales-
Selling minimum of 2 policies with case size of 15k
Case Size-
Plan Vs Actual - as per target assigned
Percentage of E sales-
50% of NOP (Excluding BDE Sales) to be on Esales platform
Seller Activation-
BDE Seller Activation (%) - Plan v / s Actuals
FDO Seller Activation (%) - Plan v / s Actuals
Persistency-
Plan vs Achievement
Job Specifications
- Graduate in Any Discipline from a UGC / AICTE approved College and University.
- 1 to 2 years of experience in sales, experience in Insurance will be preferred.
- Experience in the fields of Life insurance sales management, Retail bank distribution, and Channel Management
Knowledge & Skill Matrix
- Excellent Relationship Skill, Managing Various level of Bank Management
Role : Branch Sales Manager (B2C)
Industry Type : Insurance
Department : Sales & Business Development
Employment Type : Full Time, Permanent
Role Category : Retail & B2C Sales
Education
UG : Any Graduate
PG : Any Postgraduate
Skills Required
Training, Lead Generation, Penetration, Bancassurance, Banking, Sales Associate