Job Description

1. 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



2. 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



3. 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



4. 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