Responsible for preparing and maintaining insurance policy records. Also handled the tasks of checking premium records on a regular basis Assisted Insurance sales team in achieving monthly sales target. Provided support to insurance sales financial department and handled additional duties and responsibilities as required
Target Achievement
• Drive sales and achieve targets through the bank branches Sales Support
• Support the Customer Relationship Officer in the branch for his/ her sales effort, in terms of generating benefit illustrations, accompanying on client calls Relationship Management
• Bank is the key customer of the Business Development Manager, and he/she must 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.
• Ensure that all service Lead Generation
• Spearhead all lead generation initiative from the bank – whether through walk-in, data mining, referrals, etc.
- Develop various sources of agent hiring & build a team of agent & agent pipe line
- Conduct activity to enhance existing agent footfall to generate fresh referral for new agent hiring
- Development of agent prospecting habits, calling habits and work habits
- Work with agent on planning and reviewing of activities and goals
- Identify the training needs of the agent and work with Trainers to improve the same
- Meet Business Targets
- Improve agent productivity & retention
- Maintain the quality vectors of business including persistency and surrender
1 - 6 Years
30 Openings
2.0-6.0 Lac/Yr
Face-to-Face interview
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