To derive Insurance Business. To ensure all the pre and post-sales support and services to the clients. Ensure not only achieving the target but also to make sure there is a consistent growth in the business every quarter.

2) Principal Accountabilities

Accountability

Supporting Actions

Achieve Targets related to Premium and NOP in order to contribute in overall growth of the company

Get leads as per targets decided.
Periodically monitor and review performance on the assigned top line and health parameters
Get the sales process, lead conversion and closure of sale

Executes smooth function of the sales and other processes in order to maximise business potential.

Communicate any process change or change in any rules and regulations by the help of different training module.
Ensure that actual sales and service aspects including sales calls, issuance and complaint handling are carried out without any blocks

Execute the right method of business acquisition in order get the profitable mix for the organisation

Scrutinise the business on regular basis and give the relevant information to superiors
Achieve Persistency targets as per the company norms so that renewals take place on time
Take corrective actions related to persistency and health

3) Relationships (If Applicable)

Internal

Frequency

Nature

Support Executives

Trainers

Issuance Coordinator

Client Service

Daily

Monthly

Daily

As and When Required

To Log-in and receipting Policies.

For arranging trainings for self as well as for the relationships.

To Ensure the policies are Issued on time.

Service-related issues.

External

Frequency

Nature

Relationship

Daily

Business Development and to ensure the smooth sailing,

4) Desired Candidate Profile and Experience

2–5 years of experience in Bancassurance sales (Life Insurance)
Hands on experience in generating business through Partnerships/Self Sourcing/Referrals
Strong understanding of customer profile
Generate insurance leads through referrals, branch walk?ins, customer data mining

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Job Description:

1) Job Purpose

2) Principal Accountabilities

3) Relationships (If Applicable)

Internal

Frequency

Nature

External

Frequency

Nature

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