Responsible for preparing and maintaining insurance policy records. Also handled the tasks of checking premium records on a regular basis Assisted Insurance sales team in achieving monthly sales target. Provided support to insurance sales financial department and handled additional duties and responsibilities as required
RESPONSIBILITIES & DUTIES
Develop various sources of agent hiring & build a team of agent & agent pipe line
Conduct activity to enhance existing agent footfall to generate fresh referral for new agent hiring
Development of agent prospecting habits, calling habits and work habits
Work with agent on planning and reviewing of activities and goals
Identify the training needs of the agent and work with Trainers to improve the same
Meet Business Targets
Improve agent productivity & retention
Maintain the quality vectors of business including persistency and surrender
Target Achievement
Drive sales and achieve targets through the bank branches Sales Support
Support the Customer Relationship Officer in the branch for his/ her sales effort, in terms of generating benefit illustrations, accompanying on client calls Relationship Management
Bank is the key customer of the Business Development Manager, and he/she must engage an open and trusting relationship with the Branch Managers/officers/staff
Engage the employees of the bank branches in regular discussions to transfer knowledge about insurance.
Ensure that all service Lead Generation
Experience : 1 – 7 Years
No. of Openings : 25
Education : Any Bachelor Degree
Role : Bancassurance Sales Officer
Industry Type : Banking / Financial Services / Stock Broking
Gender : [ Male / Female ]
Job Country : India