Profile / Function :
- Sourcing business from NBFC and Bank partnerships in the designated geography, including Mortgage partners, Co-operative Banks, MFIs, and Gold Loan partners
- Meeting monthly sales and revenue targets
- Providing partners with comprehensive product-service consultations and conducting product and process training for partner staff
- Extensive travel across allocated geography to meet partners and customers as per a pre-approved travel plan
- Upselling and cross-selling products to partner customers
- Building and maintaining strong relationships with prospective and existing clients
- Identifying new partnership opportunities and passing qualified leads to the reporting manager
- Resolving complaints and issues efficiently and in a timely manner
- Ensuring high client satisfaction to drive smooth and consistent business
Good-to-Have Competencies :
Strong sales and negotiation skillsAdequate knowledge of General Insurance (GI) products, especially Health and Commercial linesExperience in cross-selling loan protection policiesBasic proficiency in PowerPoint and ExcelGood communication, strategic thinking, and relationship-building capabilitiesQualifications :
Bachelor's DegreeSkills Required
NBFC sourcing, Bank partnerships, Mortgage partners, Co-operative banks, MFI partnerships, Gold loan business, Sales target achievement