Assistant Manager - Insurance Services
Published date: 2024/01/10
- Location: Panaji, Goa, India
Job Summary
Assistant Manager - Insurance Services
Job Purpose
This position is open with Bajaj Finance ltd.' To drive insurance cross sell at designated BFL branches, achieve AOP business numbers and contribute to the company's bottom line
Job Duties & Key Responsibilities
Duties and Responsibilities - 3. PRINCIPAL ACCOUNTABILITIES (Accountabilities associated with the job) . Hub branch - CSB & create beat plan for CSB+ branches .
Ensure branch relationship management to generate leads for partner RM . Lobby management - Tap walk-in customers in CSB+ branches to generate LI & GI volumes for the branches .
Use supervisor rights on CRM portal to monitor lead utilizations & dispositions by partner RM's . Support Contest & R&R drives through the branch team .
Coordinate with partner RM's for policy issuance & branch team for pending resolutions . Take part in the morning huddle for the branch & discuss on Insurance products prospects lead status .
Engage partner RM's to participate in branch huddle for any pending issue resolution . Deliver self productivity target designated as per branch mapping .
Facilitate cluster meet in alignment with the partners . Ensure partner mix delivery . Generate leads from cashier teams across branches & ensure self closure .
Ensure 100% branch visits every week for branch & cashier activation
Required Qualifications and Experience
nimum acceptable proficiency for this job which best indicates the education and / or experience requirements of this job and not the incumbent) Educational Qualifications a) Qualifications preferable .
MBA b) Work Experience 0.6-1 years minimum of Insurance Industry experience preferably in Agency / DST channel
Assistant Manager - Insurance Services
Job Purpose
This position is open with Bajaj Finance ltd.' To drive insurance cross sell at designated BFL branches, achieve AOP business numbers and contribute to the company's bottom line
Job Duties & Key Responsibilities
Duties and Responsibilities - 3. PRINCIPAL ACCOUNTABILITIES (Accountabilities associated with the job) . Hub branch - CSB & create beat plan for CSB+ branches .
Ensure branch relationship management to generate leads for partner RM . Lobby management - Tap walk-in customers in CSB+ branches to generate LI & GI volumes for the branches .
Use supervisor rights on CRM portal to monitor lead utilizations & dispositions by partner RM's . Support Contest & R&R drives through the branch team .
Coordinate with partner RM's for policy issuance & branch team for pending resolutions . Take part in the morning huddle for the branch & discuss on Insurance products prospects lead status .
Engage partner RM's to participate in branch huddle for any pending issue resolution . Deliver self productivity target designated as per branch mapping .
Facilitate cluster meet in alignment with the partners . Ensure partner mix delivery . Generate leads from cashier teams across branches & ensure self closure .
Ensure 100% branch visits every week for branch & cashier activation
Required Qualifications and Experience
nimum acceptable proficiency for this job which best indicates the education and / or experience requirements of this job and not the incumbent) Educational Qualifications a) Qualifications preferable .
MBA b) Work Experience 0.6-1 years minimum of Insurance Industry experience preferably in Agency / DST channel
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