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22/02 Shikha Gaba
Recruitment Consultant at V-Konnect Associates

Views:4333 Applications:65 Rec. Actions:Recruiter Actions:6

Bancassurance Business Manager - Bank (4-10 yrs)

Delhi/Gurgaon/Gurugram/Noida Job Code: 668079

The Business Manager has the responsibility of driving sales and achieving the sales target for the assigned bank branches.

Target Achievement: 

- Drive sales and achieve targets through the bank branches

- Sales Support

- Support the CRO in his sales effort, in terms of generating benefit illustrations, accompanying on client calls if required etc.

- Business Planning & execution to achieve the Monthly Operating Plan MOM.

- Driving Business through Branch Banking, CASA & Privy verticals of the Bank.

- Driving Channel Activations and client coverage by RM, Exclusive RM and other Relationship teams.

- Regular skill assessment & up gradation of Branch Staff, engaging and influencing them to penetrate the product offering to the existing product portfolio of the client.

- Compliance with all statutory and regulatory norms.

- Working closely with various departments and other external stakeholders involved to meet the deadlines promised.

- Diligently adhering to the compliance & Insurance Regulatory Norms in the assigned region.

- Design various customer engagement campaigns and execute the same with keeping track of campaign outcomes and making necessary modifications wherever applicable

- Target Achievement

- Drive sales and achieve targets through the bank branches

Relationship Management:

- The Bank is the key customer of the Business Manager and he has to engage an open and trusting relationship with the Branch Managers/officers/staff

- Engage the employees of the bank branches in regular discussions to transfer knowledge about insurance, JV Companys product offerings and understand their issues/ concerns about selling insurance (if any)

- Ensure that all service requirements are met, medicals facilitated and customers are satisfied.

Lead Generation:

- Spearhead all lead generation initiative from the bank whether through walk in, data-mining, referrals and others.

KEY PERFORMANCE INDICATORS: 

QUALITATIVE : 

- Achieving sales targets

- Activate & Penetrate branches for Insurance Sales

- Arranging training programs for bank staff on products and selling skills

- Increasing productivity of bank branch

QUANTITATIVE: Achievement of Monthly / Quarterly / Half yearly and Annual Sales Target

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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