Sales Manager-Banc assurance-HDFC

Published date: 2024/01/10
  • Location: New Delhi, Delhi, India
Job Description:
• 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

Skills Required:
Industry Understanding & Competitive Awareness ; Product Knowledge; Sales Strategy; Customer Relations

Desirable Skills:
1.Good communication skills. 2.Flexible & adaptable to change. 3.Well versed with MS Office. 4.Should have good analytical and problem-solving skills. 5.Should be aware of the Local language
Company Name: Allianz

Apply

0 page views

Related listings

  • Banking Sales Executive
    Bank
    Bank
    Responsibilities:1. Calling Customers and convince them to buy and retain (Insurance) Product and Services.2. Contact potential Customers to inform them about Insurance Product and sell the Product over Phone.3. Calling Customers on Daily basis to se...
    2026/11/10
  • Relationship Manager - Private Banking Group (5-10 yrs...
    Bank
    Delhi (Delhi) Bank
    RM Private Banking Group - Identify customer needs and provide them with right financial planning assistance and asset allocation with the help of our Investment Advisory services. - Build and deepen relationships with existing HNI Customers to achie...
    2026/11/10
  • Private Wealth RM ( Leading Pvt. Bank)
    Bank
    Bank
    Shine Job Format "Key responsibilities Relationship Building / Deepening / Cross Sell - Ensure consistent growth of Investment AUM CASA portfolio. Work closely with the Head RM to establish synergies with
    2026/11/10