Exceeding branch level targets (NB, renewal, STP, digitisation, product mix etc). Customer serviceVisit partner branches and interact with Bank branch managers.
Ensure sales targets assigned are met on every parameter. Interact with customers to explain the products and solutions.
Help branches mapped to her / him help achieve insurance sales targets partner & client Managment. Interact with the Bank branch teams and customers to explain the products and promote the brand.
Sales and support to all branches assigned complete documentation, medicals, close pending documentation.. Drive local contests and engagements to engage teams.
Keep track of all contests and initiatives launched bank, other insurers and Tata AIA Life. Maintain good relationship with Bank Branch manager - interact with him regularly to assess business status.
Take help from them to push & motivate them to maintain productivity. 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.
Aid the bank branches to adopt new processes and technology. Ensure sales targets assigned are met on every parameter. Assist Branch team to ensure their insurance targets are met by providing sales support, correct training, product updates, sales information.