Relationship Officer Core Sales One-2-one

1 month ago

Fort Mumbai Maharashtra, India Bajaj Allianz General Insurance Company Full time

:
**Regional sales planning**
- Analyze the growth potential, past performance trends and market intelligence for the assigned region and propose sales target to the superior
Receive the finalized Annual Operating Plan (AOP) target at the beginning of the year from the superior basis past year’s performance, business outlook and vertical’s overall growth strategy
Cascade the month on month regional targets across the area heads for the various verticals and sales heads based on the vintage and strength of the team, past year performance, expected growth, etc.
Devise month wise strategy with the team and analyze key challenges / opportunities; propose steps for leveraging the available resources in the best possible manner to drive the sales targets
Analyze, review and communicate the breakdown of overall region’s target to the last level in the team

**Region sales review**
- Set up review mechanism on set frequencies; Monitor sales achievements and key metrics against set targets for region on a daily / weekly / monthly basis
Visit the various regional locations, engage with the sales team, understand their challenges / issues and propose effective solutions
Analyze reasons for under-performance / high performance, arrest issues causing under performance and identify areas of improvement; Enable sharing of learning across areas within the region
Identify and analyze opportunities and guide team to drive sales closure; Provide guidance in addressing difficult / critical aspects of sales closure
Evaluate products and their profitability to enable sharper focus on desired product mix for the region; Share insights with the team and superior; Track and drive desired motor vs. non-motor business share
Constantly analyze trends and forecast events in case of deviations from planned, if any and share the information with the superior on a timely basis
Participate in weekly regional sales reviews with the superior and business head to provide overview of performance of the region; Review deviations, highlight issues impeding performance and seek course correction inputs

**Stakeholder Management**
- Engage with customers with repeat business / large business potential to retain and grow their business, and support sales team in closure of difficult sales calls; Share new products and features with such customers
Coordinate with other internal functions like Claims / Underwriters / Operations for smooth claim processing, seek approvals for exceptions and efficient processing of cases, respectively; Support team by ensuring issues are resolved in an effective manner
Seek support from HO teams on MIS, specific data requirements to monitor specific movements such as team wise ratio of motor and non-motor, renewals data, etc.
Work with IT team to get technical support for migration to online policy issuance (system queries, training, etc.)**Sales Training**
- Lead customer sales meetings along with team to provide ongoing training and ensure development of selling skills
Lead training efforts in the region for upskilling of team to better deliver in terms of sales calls, customer management, sales planning, customer service, etc.
Impart training to the team on different products and claims perspective; Address doubts and instill confidence to pitch the product to target customers in an effective manner
Provide directions in planning and coordination of training efforts led by HR for the region**Team Development and Engagement**
Establish individual performance expectations and evaluation metrics, and regularly review individual performance
Share information regarding business and key developments with the team proactively; guide them in utilizing their skills in the best possible manner
Understand team grievances and guide for their effective resolution
Identify and create development opportunities for team members to enhance functional knowledge

**Department**
:
West

**Open Positions**
:
1

**Skills Required**:
:
Industry Understanding & Competitive Awareness; Product Knowledge; Customer Relations; Sales Execution & strategy Management; Sales Partner Relationship Management

**Location**
:
Fort

**Education/Qualification**
:
Graduate/ Post Graduate

**Years Of Exp**
:
1 to 5 Years

**Posted On**
:

- 07-Aug-2023**Designation**
:
Relationship Officer Core Sales One-2-One

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