. -- Manage sale through bancassurance channel with multiple branches of banks assigned. --Achieve pre-set business targets by initiating 3 calls /day from the designated branches. --Meet Customers of the Bank for Lead generated for insurance cross-selling. --Work jointing with the Branch Manager on Business Implementation plan. --Meet customers within and outside the Branch as when required to develop, agree and implement short term and long term plans to achieve sales targets. --Obtaining referrals and writing proposals for bank customers. --Taking responsibility of the Cluster/region/zone, fulfilling leads of the area & prospecting new business from the assigned areas. --Closing sale and following up on issuance. To maintain the desired persistency ratio Relationship Management- --Managing relationship with the branch managers and employees of the Bank. --Conduct various engagement activities for Bank Employees and Customers - initiated centrally or local. --Involvement in work site activities (putting up stalls and making presentations in corporate. --Adhere to the customer touch-point engagement in order to service his portfolio. --Login the forms at FGLI branch and ensure issuance.
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