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Business Manager - Bancassurance PDF

The job description is for a Business Manager in the bancassurance sector. The key responsibilities of the role include driving sales and achieving targets through bank branches, supporting the sales efforts of the CRO, managing relationships with bank employees, generating leads, and ensuring customer satisfaction. Key performance indicators focus on meeting sales targets, activating and penetrating bank branches for insurance sales, training bank staff, and increasing branch productivity. Preferred credentials include 0-4 years of experience in insurance, banking, or related fields and a diploma or graduate degree.

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616 views2 pages

Business Manager - Bancassurance PDF

The job description is for a Business Manager in the bancassurance sector. The key responsibilities of the role include driving sales and achieving targets through bank branches, supporting the sales efforts of the CRO, managing relationships with bank employees, generating leads, and ensuring customer satisfaction. Key performance indicators focus on meeting sales targets, activating and penetrating bank branches for insurance sales, training bank staff, and increasing branch productivity. Preferred credentials include 0-4 years of experience in insurance, banking, or related fields and a diploma or graduate degree.

Uploaded by

Lanz
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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JOB DESCRIPTION

POSITION / DESIGNATION Business Manager - Bancassurance

BAND / GRADE

JOB RESPONSIBILITIES The Business Manager has the responsibility of driving sales and achieving the
sales target for the assigned bank branches
Target Achievement
 Drive sales and achieve targets through the bank branches

Sales Support
 Support the CRO in his sales effort, in terms of generating benefit
illustrations, accompanying on client calls if required etc

Relationship Management
 The Bank is the key customer of the Business Manager and he has to
engage an open and trusting relationship with the Branch
Managers/officers/staff
 Engage the employees of the bank branches in regular discussions to
transfer knowledge about insurance, JV Company’s product offerings and
understand their issues/ concerns about selling insurance (if any)
 Ensure that all service requirements are met, medicals facilitated and
customers are satisfied.

Lead Generation
 Spearhead all lead generation initiative from the bank – whether through walk
in, data-mining, referrals and others.

KEY PERFORMANCE INDICATORS

QUALITATIVE  Achieving sales targets


 Activate & Penetrate branches for Insurance Sales
 Arranging training programs for bank staff on products and selling skills
 Increasing productivity of bank branch

QUANTITATIVE  Achievement of Monthly / Quarterly / Half yearly and Annual Sales Target
PREFERRED CREDENTIALS

 WORK EXPERIENCE 0-4 years In Insurance / Banking / Finance / FMCG / NBFC / Pharma Sales and
Freshers.

 QUALIFICATIONS Diploma, Graduates / MBAs of formal education is desirable.

 COMPETENCIES  Result Orientation


 Leadership Skills
 Customer Orientation
 Interpersonal and Communication Skills
 Energy, Drive and Initiative
 Cost and Quality Consciousness

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