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**Designation**:Manager

**Updated**:October 07, 2024

**Location**:Punjab, India

**Organization**:Financial Services

**Accountability**

**Supporting Actions**

Achieve Targets (Premium & Revenue) in order to contribute in overall growth of the company- Continuous interaction with the channel partners ( Multiple Branch Heads of the Bank)
- Mapping all the key decision makers and ensuring that the same information is shared with the RH/ZH
- Aggressively downloading all the RnR activities running by the organisation.
- Create Innovative ways to have Branch Activities to increase the customer
- penetrationExecutes smooth function of the sales and other processes in order to maximise business potential.- Communicate any process change or change in any rules and regulations by the help of different training module.
- Ensure that actual sales and service aspects including sales calls, issuance and complaint handling are carried out without any blocks

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.

Building new business opportunities within the allocated area/relationships in order to maximise the productivity / Top Line- Identify innovative methods working with the relationship to enhance penetration of the database
- Ensure Product Mix - Trad 50% : ULIP 40% : Term 10%
- 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 team

Execute the right method of business acquisition in order get the profitable mix for the organization- Scrutinise the business on regular basis and give the relevant information to superiors
- Interact with the customers through welcome calls

Achieve Persistency targets as per the company norms so that renewals take place on time- Communicate with customers and
- resolve queries as and when required to
- ensure that renewal takes place on time**Qualifications**:
Grad Diploma in Electronic Eng

**Minimum Experience Level**:
6-14 Years

**Report to**:
Deputy Chief Manager