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14/08 Arnab Mayra
Deputy Manager - Operations at Trustklub Consulting Pvt Ltd

Views:154 Applications:63 Rec. Actions:Recruiter Actions:0

Cluster Manager - Bancassurance (4-8 yrs)

Jammu/Jammu & Kashmir Job Code: 840626

Cluster Manager Bancassurance

POSITION : Cluster Manager Bancassurance

REPORTING : Relationship Head - Bancassurance

REPORTEES : Sales Team across the cluster. ( approx 3 to 4 on roll employees )

LOCATION : Jammu

OFFERED CTC : Negotiable + Incentives + depending upon last drawn CTC, total experience, business volume, interview status.

JOB PURPOSE :

- To derive Insurance Business from assigned Relationship/Channel partner in an area or zone, to convince the relationship so they can convince their customer to invest in client products.

- To ensure all the pre and post sales support and services to the relationship as well as to the clients along with the team dedicated to the relationship.

- Ensure not only achieving the target but also to make sure there is a consistent growth in the business every quarter.

Principal Accountabilities :

1. Continuous interaction with the channel partners ( Multiple Branch Heads of the Bank).

2. Mapping all the key decision makers and ensuring that the same information is shared with the RH/ZH.

3. Aggressively downloading all the RnR activities running by the organisation.

4. Create Innovative ways to have Branch Activities to increase the customer penetration

5. Executes smooth function of the sales and other processes in order to maximise business potential.

6.. Communicate any process change or change in any rules and regulations by the help of different training module.

7. Ensure that actual sales and service aspects including sales calls, issuance and complaint handling are carried out without any blocks

RelationShip Management : Open Architecture

1. To Handle Bank customers requirements with the best services and products ranges

2. To be equipped with insurance and Bank Products knowledge

- To manage the relationship at all the levels to have the desire out-puts.

Building new business opportunities within the allocated area/relationships in order to maximise the productivity / Top Line

1. Identify innovative methods working with the relationship to enhance penetration of the database

2. FLS Review Mechanism to have 40% Activation with 2 Case / Active @ 50K ATS to be focused

3. Ensure Product Mix - Trad 50% : ULIP 40% : Term 10%

4. 15% Business More than Provide inputs for new products & Sales Pitch, basis an in-depth understanding of Channel needs

5. Identify training needs for the in-house and channel partner team

Execute the right method of business acquisition in order get the profitable mix for the organisation

1. Scrutinise the business on regular basis and give the relevant information to superiors

2. Interact with the customers through welcome calls

Achieve Persistency targets as per the company norms so that renewals take place on time

1. Communicate with customers and

2. Resolve queries as and when required to ensure that renewal takes place on time

REQUIREMENTS :

Industry : INSURANCE / BANKING ; Relevant profiles only, currently handling a team.

Minimum 1 YEAR OF TEAM HANDLING EXPERIENCE MANDATORY.

Localities preferred/Market knowledge important :

Experience : 3-8 years approx.

Age : 32years ( Maximum).

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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