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➢ Establishing & strengthening relationship with Bank branch manager & staffs to gain leads ➢ Prospecting & meeting walk in customers of the Bank and conducting Quick Need Analysis ➢ Increasing bank's customer awareness about Life Insurance products and achieve the targeted penetration on cross sell within the branch’s customer base.
➢ Delivering consistently on Goal Sheet parameters
➢ Ensure compliance to internal sales process & other defined sales & service standards PERFORMANCE GOALS & INDICATORS FOR THE ROLE
✓ New Business
✓ Number of Policies
✓ Renewal Premium (Persistency)
(above are the key parameters only, new indicators may be added time to time)
KNOWLEDGE & SKILLS
Educational Qualification : Graduation/ Post Graduation
Experience : 1 - 5 years
Knowledge Required: Knowledge about Life Insurance industry, preferably in bancassurance sales in Public Sector Bank
Behavioral Competencies: Customer Centricity, Result Orientation, Relationship Management, Sales Capability & Problem Solving, Planning & Organizing
Skills Required : Effective Communication, Influencing & Negotiation skills
OTHER KEY REQUIREMENTS FOR THIS ROLE
▪ Age within 38years
▪ Candidate should know the local language apart from basic proficiency inEnglish
▪ Should be open to travel within the city & outstation
▪ Should be able to source business independently
▪ Candidates having own conveyance will be preferred
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