Sales Manager - Banca - NBFC

• Execution
• Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business
• Conduct trainings at the branch for all banking partners around regulatory guidelines and products.
• Plan for activation of branches through R&R activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography
• Relationship Management
• Drive the campaign/contest for the Partner Bank to drive sales in profitable segments.
• Assist banking partners in pitching product to crucial customers & driving sales closure for the same.
• Identify cross sell opportunities for existing customers
• New Acquisition Banking Partners
• Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from BAGIC portfolio, assess profitability & viability assessment of partnership
• Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head
• Service Orientation
• Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc.
• Gather relevant documents from customer post sales and submit the same to operations team; gather additional data/documents as required
• Resolve operational issues faced by the partners to ensure smooth experience while working with BAGIC
• Provide support for cancellation requests, policy endorsements; process & track such requests in coordination with internal ops team ; Ensure ease of process & approvals for partners by coordinating with internal Ops team
  
  

Support partners to register claims on behalf of customers, coordinate to ensure approvals within agreed timelines.

• MAJOR CHALLENGES
  
  

(Challenges faced on an on-going basis in carrying out the job)

• DECISIONS
  
  

(Key decisions taken by job holder at his/her end)

• INTERACTIONS
  
  

(Key working relationships a job holder needs to have INSIDE and OUTSIDE the company to accomplish the job)

Internal Clients

Roles you need to interact with inside the organization to enable success in your day to day work

• Claims & Underwriting team: For issuance of policy quotations and claims settlement
• Finance counterparts: For settlement of claims
• Customer Operation: To help in resolving customers queries and grievances
• Surveyor-To supervise and investigate for claim settlement
• Human Resource Team : For Complete HR life Cycle
  
  

External Clients

Roles you need to interact with outside the organization to enable success in your day to day work

Banks :For Generating the business & also gathering walk-in customers inputs to enhance the business

• DIMENSIONS
  
  

(Key numerical data which will reflect the scope and scale of activities concerning this job)

Financial Dimensions (FY 19)

(These should be quantifiable numerical amounts)

• Total Team Size: 0
• Number of Direct Reports:0
• Number of Outsourced employees: 0
  
  

Other Dimensions (FY 19)

(Significant volume dimensions associated with the job)

• SKILLS AND KNOWLEDGE
  
  

(Minimum acceptable proficiency for this job which best indicates the education and/or experience requirements of this job and not the incumbent)