Crh Patiala Hdfc Bb

1 week ago

Patiala, India AB Sun Life Insurance Co Ltd Full time

Accountability

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 channel partners/Circle Heads of the Zone
- 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 of
- People Retention:10%
- Activisation of Teams:20%
- FYP ISSUED:50%
- ü NOPs: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

Minimum Experience Level

4 - 10 years

Job Qualifications

Graduate (Dipl.Ing)

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