Job Description Form Profile: Sales Manager - Bancassurance

Purpose:

- To achieve budgeted target for the Office through team of CSOs

Location: Operating Office

Reporting to: Office Manager

Span of Control (Nos of Reportees ): Nil

Responsibilities:

- Acquisition of new channels (banks, NBFC)

- Servicing existing channels to increase the market share

- Recruiting team of CSOs based on the business potential of the channel

- Mapping Operating Offices /outlets (banks, franchisees of R trade, KARVY etc) to CSOs

- Training CSOs on products offered

- Supervision of CSOs and troubleshooting when required

- Organizing training for channels ( bank staff who are involved in selling / policy issuance )

- Planning activities for channels at the Office level

- Providing infrastructural support to channels for activities like sales promotion

- Relationship building with the channel partners staff

- Control on Cover Note recon and Cheque bouncing. o CRM Next Lead closure

- POS and Portal Training and Hand Holding of IMDs

- Constant co-ordination witho Underwriting team for policy approval.

- Office operations team for policy issuance.

- Service Centre claims team for claims settlement.

- Finance team for timely disbursement of agent's commission.

Skills & Competencies:

- High Result orientation

- Problem Solving

- Communication Skills:

- Interpersonal Effectiveness & Ability to influence

- Ability to handle volumes

- Aggressive & Decision making skills

- Team management skills Interfaces :

(a) Internal

- Operations Team, Service Centre/Corporate Claims Team, Service Centre /Corporate underwriting team, Service Centre accounts team

(b) External

- Banks, Reliance money, franchisees etc

Qualification and Experience :

- MBA/Graduate - 0 to 6 years experience in Sales. 

- Exposure in the general insurance field would be preferable.

Job Type: Full-time

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