Senior Manager - Corporate Sales - NBFC

With one of the Leading NBFC company .

Based : Mumbai

Job Description

Principal Accountabilities Accountability Supporting Actions

To undertake new client acquisition, retention & growth for the branch

- To acquire minimum - x- new corporate clients every month as per business targets; undertake documentation and KYC formalities

- To actively participate in the LAP (Local Area Programs) that the Branch manager organizes and play an active role in sourcing accounts/leads

- To ensuring acquisition of the right profile of customers by sourcing the relevant surrogates as per the segmentation norms; undertake database support for calling, contacting customers

- To obtain references from existing customers, other internal teams for approaching potential customers

- To report daily MIS and tracking of targets & personal meeting with clients

- To keep upbreast of the latest developments & report to the Products/ Quotes team of the upcoming client requirements to innovate the product/service mix

- To ensure end-to end single point service for the customer, to win and maintain his trust

To achieve multi product Insurance penetration and revenue targets

- To constantly engage with existing set of customers to identify their latent and express needs on General insurance requirements and position company offerings to the customers

- To undertake financial needs analysis, risk profiling & get to develop a Risk assessment done for the Corporate customers interested in offerings

- To ensure constant dissemination of product information and features of all new General insurance products

- To use alternate products, cross sell products and advisory services to activate inactive customers and source new customers into the system

- To ensure timely closure of all Leads received from various sources and achieve high lead to conversion ratio

- To actively participate in initiatives and contests driven by Business Development teams and HO

To extensively engage with Quotes and Claims team for offering customized customer solutions

- To liaise with the Quotes team for getting customized offerings from various Insurance companies to provide the most competitive rates to the customers

- To liaise with the Claims team for effective survey and claims processing for the various claims raised by clients on an ongoing basis; ensure effective TATs

To maintain effective documentation

- To regularly enter data in the SAIBA system for capturing of the leads generated and customers acquired/ serviced and share MIS leads, customer contacted, servicing done, etc

- To maintain detailed MIS in the Branch review template on business done, new clients acquired, clients lost, client pipeline and potential, pendency of entries in SAIBA, etc

- To share the In-house newsletter with the clients on an ongoing basis

To ensure policy adherence and documentation

- To be aware of all critical policies & procedures & ensure compliance with them; facilitate internal and statutory audits in their area of work

- To ensure adequate compliance to KYC norms, adherence to SOP processes & documentation for client profiling

- To ensure that client promises are kept and their grievances are adequately addressed or highlighted

To work towards learning and self development

- To attend internal and external training programs, other relevant certifications that enhances the skills in the financial services

- To ensure utmost punctuality and integrity in work