Avp Bancassurance

3 days ago

Mumbai, 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 tailor-make 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 course-correction if any and way forward.
- Conduct RM Road shows regularly and address them to garner top-of-the-mind recall.
- Convert at least one 50lakh account (non-GMC, GPA) every quarter
- Cross-sell 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

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