1. Execution \xef\xbe\xb7 Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business \xef\xbe\xb7 Conduct trainings at the branch for all banking partners around regulatory guidelines and products. \xef\xbe\xb7 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 \xef\xbe\xb7 Drive the campaign/contest for the Partner Bank to drive sales in profitable segments. \xef\xbe\xb7 Assist banking partners in pitching product to crucial customers & driving sales closure for the same. \xef\xbe\xb7 Identify cross sell opportunities for existing customers
3. New Acquisition Banking Partners \xef\xbe\xb7 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 \xef\xbe\xb7 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 \xef\xbe\xb7 Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc. \xef\xbe\xb7 Gather relevant documents from customer post sales and submit the same to operations team; gather additional data/documents as required \xef\xbe\xb7 Resolve operational issues faced by the partners to ensure smooth experience while working with BAGIC \xef\xbe\xb7 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 Support partners to register claims on behalf of customers, coordinate to ensure approvals within agreed timelines