Drive wallet Share in the allocated bank branches with focus product mix.
Build relationship with the Bank Sales/ operations team to achieve pre-set business targets on ANP, Productivity, Case count, Active branch, Active sales staff and various KPIs for designated branches.
Capability of Self Lead Generation.
Working jointly with the Branch Manager / Branch LGs on Business plans
Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced
Prospect and meet customers within and outside the Branch as when require
To achieve branch RM Activation & Income targets
Work collectively with Bank Sales / operations team and conduct joint sales calls as a team to achieve business nos.
· 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.
Provide all possible support to the channel partner as a face of parent company.
Effectively execute all Marketing activities as per Partner’s requirement.
Ensuring timely issuance of policies with resolving all pending etc.
Adhere to the customer touch-point engagement in order to service his portfolio of customers.
To maintain the desired persistency ratio.
Prompt post-sales service with respect to all domains.
