Work closely & jointly with Banc assurance channel partner to ensure CHOICe achieves its business aspiration in line with the AOP Targets (New & Customer Retention )as stated in individual objective setting sheets. Support channel partner in delivering higher levels of productivity and facilitate the process of Submission to- Issuance within mutually agreed timelines. Protect Customer & CHOICe interests by ensuring processes /systems in-use; comply with regulatory & internal guidelines. Effectively manage channel partner expectations & improve the quality of Relationship Management to build a mutually benefiting model. Key responsibilities of the job holder are: Business Development | Execution Implementation of Sales & Customer Retention Strategies | Relationship Management. The said role requires the Job Holder to balance Customer Servicing activity along with Sales Acquisition, while ensuring, the necessary growth as per AOP coupled with Highest Persistency.
Principal Accountabilities: Key activities and decision making areas Typical Targets and Measures
Impact on the Business
To Achieve channel wise targets.(New & Customer Retention)
To Achieve desired Branch & LBS Activation targets.
To Create a healthy Product Mix with traditional >50%
To Create a healthy pool of lead generators across branches. Achieve new business premium as per AOP targets rolled out by SSBD and defined SFM
Achieve Traditional Product Mix target
Achieve Customer Retention targets for the portfolio.
Achieve targets as prescribed for RM activation (HSBC) & Branch/LBS activation for Canara/OBC
Ensure timely PIR reporting and NIL PIR pending
Customers / Stakeholders
Provide support to BM/LBS at the ground level. Make joint Field calls and motivate them to achieve targets.
Provide support and training for timely Submission, Pendency, and Issuance management.
Conceptualize and implement local business development initiatives for lead generation and focuse
Experience
1 - 6 Years
No. of Openings
10
Education
Any Bachelor Degree
Role
Relationship Officer
Industry Type
Insurance / Claims
Gender
[ Male / Female ]
Job Country
India
Type of Job
Full Time
Work Location Type
Work from Office