Sales Manager-Banc assurance-HDFC
Published date: 2026/11/07
- Location: Jaipur, Rajasthan, India
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
• 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
0 page views
Related listings
-
Know Your ClientBankOperations provides support for all of Deutsche Bank's businesses to enable them to deliver transactions and processes to clients. Our people work in established global financial centers such as London, New York, Frankfurt and Singapore, as well as s...2026/11/07
-
Relationship Manager JaipurBankRecruitment for General Insurance for the post of Relationship Manager. • Business generation through Channel Partners & Direct. • Handling and Resolving the query of Intermediaries. • Relationship management with Channel partners2026/11/07
-
RL - Rural Lending:ASC Sales - Tractor Loan JaipurBankThe Rural lending Sales Manager leads a team of executives is responsible for sourcing of loan proposals in the rural lending space. The Sales Manager attends the service requests of customers and assists in documentation/ disbursement formalities. T...2026/11/07