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
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
Assist Branch team to ensure their insurance targets are met by providing sales support, correct training, product updates, sales information.
Allign partner to ensure both teams are working towards the same goal
