Job Summary

(Describe the primary function and purpose of this role)

The job holder will work closely with the partner channel, particularly branch managers of the Banca partners, Customer Service and across the business to ensure the timely delivery of high value, high quality services to Banca beneficiaries.

Key Responsibilities

(Mention a detailed description of key areas of focus, essential functions and primary responsibilities required to be performed by the incumbent to achieve business objectives) Key Measures of Performance

(Describe the major performance assessing criteria and expectations from the role)

- Achieve assigned annual target of the branch by driving sales across all customer segments- Business mix in terms of blended premium & no. of cases.

- Maintain cordial relationship across all ranks and files of the branch and resolve escalations with in TATs

- Support bank's sales force in terms of various activities like

- Joint sales calls to generate leads

- Update branch manager on accurate records of referrals received from all constituents of the branch

- Adhere to the TATs on first customer contact & follow ups from the date the lead is being registered

- Service branch customers for any query

- Regular product training / refresher to the sales force of the branch

- Ensure activation of bank's sales force on a weekly, fortnightly, and monthly basis

- Drive productivity by right advising of health insurance solutions

- Measure penetration across relationship manager, client base / branch base

- Update MBHI lead management system

- Engage in branch customer awareness program and explore every possible opportunity to bundle the health insurance proposition

- Create mindshare across branch leadership team

- Drive effectively the Reward and recognition programs launched for the bank staff

- GWP - new

- GWP - renewal

- Compliance & Audit adherence

- Claims

Key Relationships (Internal / External)

(Mention the set of key internal and external stakeholders)

Internal

- Operations

External:-

- Respective bank Representatives

Preferred Skill Set

(Describe the nature and level of key skill required\preferred to perform the jobs e.g. interpersonal skills, problem solving ability and business expertise)

- Good in relationship management

- Strong communication and presentation skills

- Customer and issues resolution focussed

- Persuading and influencing

Minimum Qualification Minimum Experience :

- A graduate degree holder in any discipline

- Strong on Communication/Presentation Skills

- Fluent in Hindi and English both spoken and written.

- Ability to work under pressure in a fast paced environment

- 1-2 Years of experience in Sales from any Industry, preferably BSFI Industry

- Has demonstrated capabilities of managing Affluent/HNI Customers in the previous roles directly/indirectly

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