Sales Achievement
- Drive the assigned sales target through assigned bank branches
- Organize meetings to discuss sales activities and take decisions on strategies necessary for improvement
- Optimally use available technology platforms to service customers and provide quicker closures on cases to the Lead Generators
Relationship Building
Network and build strong relationship with bank leadership and staff of the bank branches assignedConnect with employees of the bank branches regularly to train them on insurance, product offerings and understand issues / concerns about selling insurance (if any)Ensure persistency through customer meeting and follow upsEnsure SP activation and achievement of the defined productivityPeople Management
Recruitment, induction, performance management and retention of FLSAssign and designate bank branches according to individual potentialEnsure adherence to sales management process within the team and their activation on sales parametersSkills Required
Relationship Building, insurance training , Customer Retention, Team Management