Job Description

KEY RESPONSIBILITIES:

• Will be responsible for meeting sales target through Banks FOS.
• Will be responsible for maintaining relationships with all constituents in the Bank Branch
• Keeping accurate record of referrals received form all constituents in the bank branch.
• Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered.
• Shall approach him/herself at least 5 new customers in the bank branch each day.
• Increasing banks customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branchs customer base.
• Drive effectively the Reward and recognition programs launched for the bank staff.
• Shall train the bank staff regularly on concepts in life insurance and new product introductions.

MEASURES OF SUCCESS:

• Achieving Business Target milestones AFYP / Blended premium, and no. of cases.
• Relationship with Bank Branch Manager
• Effective Lead generation and meet value / number targets