Job openings for bancassurance officer in talod sabarkantha

Sales

• Drive wallet Share in the allocated bank branches with focus product mix.
• Build relationship with the Bank Sales/ operations team to achieve pre-set
business targets on ANP, Productivity, Case count, Active branch, Active
sales staff and various KPIs for designated branches.
• Capability of Self Lead Generation.
• Working jointly with the Branch Manager / Branch LGs on Business plans
• Driving and motivating the branch staff along with Bank RM and providing
support for logging in applications sourced
• Prospect and meet customers within and outside the Branch as when required
• To achieve branch RM Activation & Income targets
• Work collectively with Bank Sales / operations team and conduct joint sales
calls as a team to achieve business nos.

Relationship
Management

• Managing the relationship between internal team and channel partner so as to
Foster sales for the company and maintain utmost levels of responsiveness to
requirements from the Channel Partner.
• Provide all possible support to the channel partner as a face of parent
company.
• Effectively execute all Marketing activities as per Partner’s requirement.
• Ensuring timely issuance of policies with resolving all pending etc.
• Adhere to the customer touch-point engagement in order to service his

Tata AIA Life Insurance Co. Ltd

portfolio of customers.
• To maintain the desired persistency ratio.
• Prompt post-sales service with respect to all domains.

Ensure Compliance

• Ensure compliance to internal sales process & other compliance standards
• Should be process & product champion to ensures adherence to policies and
procedures to cultivate a compliance culture in the team

MIS

• Adhering to the Training Road map.
• Providing timely reports to the Supervisor as per the requirement.
• Adhering to the TALIC code of conduct.

About Company