Responsible for recruitment of agents, grooming and training of agents, responsible for Revenue Generation and targets in terms of New business Premium and no. of agents on board, customer Portfolio management, dealing with Customers and HNI customers, etc.
*Relationship Management with the Channels and Franchise for business development. *Relationship Management with the Branch Employees and Manager of the bank at partner branches to increase the revenue. *Relationship and Motivation of branch staff to help generate leads *Training of branch staff and private banking RMs on cross sell of our insurance products *Key customer calls (Private Banking customers) *Objection handling and aiding sales process carried out by channel *Cross sell and up sel
1. Achievement of Branch wise allotted Targets . 2. Liasion with the mapped branches for sales & service. 3. Driving of branch staff for active participation in all campaign. 4. 100% activation of all branches month on month. 5. Ensuring timely delivery of quotations & policies to Canara bank branches
Identify and recruit fresh insurance agents from the market, help in coordinating and initiating training for new agents and facilitate the licensing of agents (IRDA), support the agents (new recruits as well as existing agents) to achieve premium targets, etc.