Bancassurance Officer - India - UpMan Placements

UpMan Placements

Verified Company

India

2 weeks ago

Posted by:

Deepika Kaur

beBee Recuiter

Description

Job Location- Ramanujganj- Experience (in Years Job Type- Full Time
Job Description:

Job Title:
Bancassurance Officer(BO)
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Company: TATA AIA(Payroll)/HDFC Bank
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Location: Ramanujganj, Chattissgarh
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Exp: 3+ months
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Role Summary:Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations

Organization Process:

Key Contributions:

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Sales-

Drive wallet Share in the allocated bank branches with focus product mix.
Build relationship with the Bank Sales/ operations team to achieve preset

business targets on ANP, Productivity, Case count, Active branch, Active

sales staff and various KPIs for designated branches.

Capability of Self Lead Generation.
Working jointly with the Branch Manager / Branch LGs on Business plans
Driving and motivating the branch staff along with Bank RM and providing
Prospect and meet customers within and outside the Branch as when required
To achieve branch RM Activation & Income targets
Work collectively with Bank Sales / operations team and conduct joint sales

calls as a team to achieve business nos.

Relationship Management-

Managing the relationship between internal team and channel partner so as to

Foster sales for the company and maintain utmost levels of responsiveness to

requirements from the Channel Partner.

Provide all possible support to the channel partner as a face of parent

company.

Effectively execute all Marketing activities as per Partner's requirement.
Ensuring timely issuance of policies with resolving all pending etc.
Adhere to the customer touchpoint engagement in order to service his

portfolio of customers.

To maintain the desired persistency ratio.
Prompt postsales service with respect to all domains.

Ensure Compliance-

Ensure compliance to internal sales process & other compliance standards
Should be process & product champion to ensures adherence to policies and

procedures to cultivate a compliance culture in the team

MIS-

Adhering to the Training Road map.
Providing timely reports to the Supervisor as per the requirement.
Adhering to the TALIC code of conduct.

Skills Required-

Technical-

Insurance\BFSI Background
Understanding of Prospecting and Sales

Customer Service

Problem Solving skills
Peer level coordination and influencing skills (Psychometric Test

suggested)

Qualification-

Essential Desired-
Graduate - Experience Min.6 months to 1 year in Sales (Insurance / Financial Service Background)

Desired -
Postgraduate

Age -
30 years or below

About Company

Upman Placements is a firm of Researcher & Recruitment Specialists. The company started life in 2002 in India as a recruitment specialist firm. The company has built a stellar reputation for high ethical standards, a specialized focus and unparalleled service.

Emerged As one of the only truly global specialized staffing firms focusing exclusively in professional positions for our clients spread across more than 20 countries with a sizable presence across industry levels.

With footprints in competitive markets of India, Europe, United Kingdom, Middle East, Singapore, Malaysia, Philippines, Indonesia, Brunei and East & Central African countries.