Bancassurance Officer

3 days ago


Bhopal, India AIMRICH CONSULTING SERVICES Full time

Drive wallet Share in the allocated bank branches with focus product mix.
- Build relationship with the Bank Sales/ operations team to achieve pre-set

business targets on ANP, Productivity, Case count, Active branch, Active

sales staff and various KPIs for designated branches.
- Capability of Self Lead Generation.
- Working jointly with the Branch Manager / Branch LGs on Business plans
- Driving and motivating the branch staff along with Bank RM and providing
- Prospect and meet customers within and outside the Branch as when required
- To achieve branch RM Activation & Income targets
- Work collectively with Bank Sales / operations team and conduct joint sales

calls as a team to achieve business nos.

Adhere to the customer touch-point engagement in order to service his

portfolio of customers.
- To maintain the desired persistency ratio.
- Prompt post-sales service with respect to all domains.

Ensure Compliance
- Ensure compliance to internal sales process & other compliance standards
- Should be process & product champion to ensures adherence to policies and

procedures to cultivate a compliance culture in the team

MIS
- Adhering to the Training Road map.
- Providing timely reports to the Supervisor as per the requirement.
- Adhering to the TALIC code of conduct.

Managing the relationship between internal team and channel partner so as to

Foster sales for the company and maintain utmost levels of responsiveness to

requirements from the Channel Partner.
- Provide all possible support to the channel partner as a face of parent

company.
- Effectively execute all Marketing activities as per Partner’s requirement.
- Ensuring timely issuance of policies with resolving all pending etc.

Technical - Insurance\BFSI Background
- Understanding of Prospecting and Sales
- Customer Service - Problem Solving skills
- Peer level co-ordination and influencing skills (Psychometric Test

suggested)

**Job Types**: Full-time, Regular / Permanent, Fresher

**Salary**: ₹25,000.00 - ₹30,000.00 per month

Schedule:

- Day shift

**Speak with the employer**
+91 +918779224989



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