Manage sale through bancassurance channel with multiple branches of banks assigned.
Achieve pre-set business targets by initiating 3 calls /day from the designated branches.
Meet Customers of the Bank for Lead generated for insurance cross-selling.
Work jointing with the Branch Manager on Business Implementation plan.
Meet customers within and outside the Branch as when required to develop, agree and
implement short term and long term plans to achieve sales targets.
Obtaining referrals and writing proposals for bank customers.
Taking responsibility of the Cluster/region/zone, fulfilling leads of the area && prospecting new
business from the assigned areas.
Closing sale and following up on issuance. To maintain the desired persistency ratio
Managing relationship with the branch managers and employees of the Bank.
Conduct various engagement activities for Bank Employees and Customers initiated centrally
Involvement in work site activities (putting up stalls and making presentations in corporate.
Adhere to the customer touch-point engagement in order to service his portfolio.
MEASURES OF SUCCESS:
Business Target milestones – AEP and no. of cases as per the agreement with the bank and
13th Month persistency
Graduate in any discipline
1.5yrs experience in Life insurance sales
Good communication skills English && regional language (mandatory)
Knowledge of local language necessary
Own conveyance preferred
Industry : Insurance
Salary : Rs 50,000 – 2.5 Lakh/Yr
Experience : 2to5Yrs
Email : firstname.lastname@example.org
Mobile No :
Location : Ahmedabad
Key Skills : banca, bancassurance, ancassurancesales, bancasales
Unidus Services Company Profile