Job Description

Accountability



Supporting Actions



Ensure achievement of Targets (Premium & Revenue) in order to contribute in overall growth


of the company



• Continuous interaction ( as per RH / ZH's defined grid ) with the channel partners/Circle Heads of the Zone
• Mapping all the key decision makers & build review Mechanism per mapping basis decided intervals


• Aggressively downloading all the RnR activities to be run by BSLI
• Innovative ways to download the R&R acti


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



• Communicating any product changes, process change or change in any rules and regulations (internal / IRDA) with the help of different training module.
• Supporting in the actual sales and service aspects including sales calls, issuance and complaint handling


Relation Ship Management: Open Architecture



• To Handle Bank customers requirements with the best services and products ranges
• To be equipped with insurance and Bank Products knowledge
• To manage the relationship at all the levels to have the desire out-puts.


Drive effective channel management



• Work with the channel partner to effectively use R&R programs to drive desired behaviors'
• Ensure efficient use of spent on Channel Partners which helps in achieving the end objective.
• Ensure achievement of desired levels of
+ People Retention:10%
+ Activisation of Teams:20%
+ FYP ISSUED:50%
+ u NOPs:10%
+ Product Mix: 10% (20%,Trad 50%: ULIP 40%: Protection 10%Monthly)
• 15% Business More than TATA Provide inputs for new products & Sales Pitch, basis an in- depth understanding of Channel needs
• Identify training needs for the in-house and channel partner teams
• Position gaps / Vacancy to be filled within a TAT of T+15 Days
• Identify innovative methods working with the relationship to enhance penetration of the


database



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



• Scrutinise the business on regular basis
• Maintain quality checks. Monitor Customer Complaints and adhere to defined resolution TATs - T + 72 Hrs
• Take necessary documented actions against


defaulting employees on quality / conduct




Minimum Experience Level


4 - 10 years


Job Qualifications


Graduate (Dipl.-Ing)