CRH Patiala HDFC BB
7 days ago
Supporting Actions
Ensure achievement of Targets (Premium & Revenue) in order to contribute in overall growth
of the company
Continuous interaction ( as per RH / ZH's defined grid ) with the channelpartners/Circle Heads of theZone
Mapping all the key decision makers &build review Mechanism per mapping basis decided intervals
Aggressively downloading all the RnR activities to be run by BSLI
Innovative ways to download the R&R acti
Ensure smooth function of the sales and other processes in order to maximise business potential.
Communicating any product changes, process change or change in any rules and regulations (internal / IRDA) with the help of different training module.
Supporting in the actual sales and service aspects including sales calls, issuance and complaint handling
Relation Ship Management: Open Architecture
To Handle Bank customers requirements with the best services and products ranges
To be equipped with insurance and Bank Products knowledge
To manage the relationship at all the levels to have the desire out-puts.
Drive effective channel management
Work with the channel partner to effectively use R&R programs to drive desired behaviors’
Ensure efficient use of spent on Channel Partners which helps in achieving the end objective.
Ensure achievement of desired levels ofPeople Retention:10%Activisation of Teams:20%FYP ISSUED:50%üNOPs:10%Product Mix: 10% (20%,Trad 50%: ULIP 40%: Protection 10%Monthly)
15% Business More than TATA Provide inputs for new products & Sales Pitch, basis an in- depth understanding of Channel needs
Identify training needs for the in-house and channel partner teams
Position gaps / Vacancy to be filled within a TAT of T+15 Days
Identify innovative methods working with the relationship to enhance penetration of the
database
Ensure the right method of business acquisition in order get the profitable mix for the organisation
Scrutinise the business on regular basis
Maintain quality checks. Monitor Customer Complaints and adhere to defined resolution TATs - T + 72 Hrs
Take necessary documented actions against
defaulting employees on quality / conduct
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