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Avp Bancassurance

3 months ago

Delhi, Delhi, India bajajallianz Full time

Lead - Large Corporate Business Banca PSU

  • Corporate Accounts_

PRINCIPAL ACCOUNTABILITIES
Bank Relationship Management

  • Meeting LCB Branch heads of the partner Banks who handle corporate customers of their region/Zone and their customers
  • Target 100+ Cr Accounts or as per Bank's definition of large corporate accounts
  • Provide superior Customer experience
  • Create a relationship and maintain healthy rapport with Branch heads, Relationship Managers, Regional/Zonal Heads, Corporate Clients, and Key decision makers and convert proposals
  • Maintaining Relationship Matrix and Mapping sheet of Corporate Accounts/Clients
Deliver Premium targets

  • Identify Client segments and tailormake prompt strategies in consultation with the line function.
  • Set benchmarks and monitor the progress on a daily basis.
  • Provide feedback on Insurance related activities at the ground to Partner Bank's Line supervisors through updates, MIS and regular meetings.
  • Weekly review meetings with Regional heads and Monthly business review meeting with Zonal Heads of Partner Banks to discuss coursecorrection if any and way forward.
  • Conduct RM Road shows regularly and address them to garner topofthemind recall.
  • Convert at least one 50lakh account (nonGMC, GPA) every quarter
  • Crosssell to Corporate's Employees
Manage Renewals

  • Plan and strategies with the Actuarial team to provide product features that disincentives surrenders and incentives for long term loyalty.
  • Ensuring adequate focus is maintained by the sales team on renewals.
  • Maintaining Account wise Insurance Mapping sheet, Client's Bank Business Activity New Sanctions,
Client expectation management

  • Working with internal cross functional teams to provide Partner Banks Customer, an unparalleled customer experience.
  • Monitoring the adherence of agreed TAT in each case becomes a necessity
  • Team Member role ( Individual)
  • Number of

Direct Reports:

NA

  • Number of
Outsourced employees:
NA