Sales Manager Banc Assurance
Year Mumbai, Maharashtra, India
Job Description
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- JOB PURPOSE
Plan, organize and coordinate with the Bank branches to drive business for the organization.
- ORGANISATIONAL CHART
Comments:
- Numerical figure represents the total number of incumbents in the role
- PRINCIPAL ACCOUNTABILITIES
- Execution
- Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business
- Conduct trainings at the branch for all banking partners around regulatory guidelines and products.
- Plan for activation of branches through R&R activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography
- Relationship Management
- Drive the campaign/contest for the Partner Bank to drive sales in profitable segments.
- Assist banking partners in pitching product to crucial customers & driving sales closure for the same.
- Identify cross sell opportunities for existing customers
- New Acquisition Banking Partners
- Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from BAGIC portfolio, assess profitability & viability assessment of partnership
- Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head
- Service Orientation
- Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc.
- Gather relevant documents from customer post sales and submit the same to operations team; gather additional data/documents as required
- Resolve operational issues faced by the partners to ensure smooth experience while working with BAGIC
- Provide support for cancellation requests, policy endorsements; process & track such requests in coordination with internal ops team ; Ensure ease of process & approvals for partners by coordinating with internal Ops team
- MAJOR CHALLENGES
- DECISIONS
- INTERACTIONS
Internal Clients
Roles you need to interact with inside the organization to enable success in your day to day work
- Claims & Underwriting team: For issuance of policy quotations and claims settlement
- Finance counterparts: For settlement of claims
- Customer Operation: To help in resolving customers queries and grievances
- Surveyor-To supervise and investigate for claim settlement
- Human Resource Team : For Complete HR life Cycle
External Clients
Roles you need to interact with outside the organization to enable success in your day to day work
Banks :For Generating the business & also gathering walk-in customers inputs to enhance the business
- DIMENSIONS
Financial Dimensions (FY 19) (These should be quantifiable numerical amounts)
- Total Team Size: 0
- Number of Direct Reports:0
- Number of Outsourced employees: 0
Other Dimensions (FY 19) (Significant volume dimensions associated with the job)
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Job Detail
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Job IdJD3300429
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationMumbai, Maharashtra, India
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EducationNot mentioned
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ExperienceYear