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ASM Health Insurance- Bancassurance -12 lacs Tirupati

5 - 10 years

6 - 11 Lacs

Tirupati

Posted:8 months ago

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Job Description

Role Summary

Key Responsibilities

  • Team Management & Targets

    : Lead daily huddles; assign 25-40 leads/executive daily. Achieve 2-4 Cr annual health premium per branch cluster (80% retail family floaters, 20% group). Track activation rate >20%, case rate 3+/RM/month.

  • Bank RM Activation

    : Train 50-100 bank RMs quarterly on health products (5-25L sum insured, OPD, maternity covers). Run campaigns targeting bank customers (home loan = family floater cross-sell).

  • Lead Pipeline & Conversion

    : Generate leads from bank's HNI/salary accounts; achieve 25% lead-to-policy conversion. Handle objections on waiting periods/pre-existing diseases.

  • Performance Tracking

    : Monitor CRM dashboards (branch-wise sales, RM productivity, persistency 85% 13th month). Conduct weekly contests; escalate top performers for incentives.

  • Compliance & Servicing

    : Ensure 100% IRDAI bancassurance adherence, e-KYC, policy wording demos. Resolve claims escalations within 48 hours via insurer coordination.

  • Relationship Management

    : Single point of contact for branch manager; attend bank sales meetings. Report monthly KPIs to regional head.

Gopakumar@9562184455

Skills Required

bancassurance sales health insurance sales banca banking and insurance life insurance cross selling banca sales cross sales bancassurance insurance sales insurance broking general insurance sales general insurance sales life insurance health insurance

Work Mode

Work from Office

Job Type

Full Time

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