Professional Documents
Culture Documents
Key Responsibilities:
Building a strong relationship with the sales team of the channel partners
(Bank/NBFC/MFI/Broker)
Achieving your sales targets as per channel strategy
Meeting prospective customers with channel sales team to sell insurance solutions
Providing pre- and post-sales support (e.g., claim settlement)
Ensuring quality of business and persistency (renewals of premium)
Enabling channel sales team to use latest digital platforms
Candidate Preference:
Generate leads through your team and by cold calling prospective customers
To source open market business too and achieve the targets assigned
To be completely aware of the products being offered by the Banks And Nbfc.
To ensure proper customer profiling on each call / customer visit, to identify and
understand his/her needs and accordingly recommend investment and Insurance options
Relationship building with the Executives to which he is mapped and to ensure joint calls
To build a relationship with the customer so that he/ she is able to cross sell other product
offering basis the need of the customer, thereby managing the entire account of customer.
Understanding the joint ownership of the customer at the time of servicing etc
To always be well groomed and his sales kit should be organized and complete
To maintain company first attitude and be respectful in attitude towards other fellow
colleagues, seniors, partners etc.