· Lead generation at the time of account opening/service call being made to the customer · Establishing & strengthening relationship with Cluster head & staff to gain mindshare from them on protection and Annuity · Involvement in work site activities (putting up stalls and making presentations in corporate. · Working, engaging and connecting with HNI clients for one on one selling · Closing sale and following up on issuance. · Increasing bank’s customer awareness about Life Insurance solutions and achieve the targeted penetration on Annuity and protection · Drive effectively the Reward and recognition programs launched for the bank staff. · Train the bank staff regularly on Annuity and Protection plan
Motivate to Bank Employees for Related life/health insurance products And Generating leads through bank walk-in. customers and getting leads from bankEmployees. Converting those leads Based on customer. Requirements Doing joint calls with bank employees. Leads will be given company. Banking sales experience will also preferred. Localites preferred.
KEY RESPONSIBILITIES: ∙Lead generation at the time of account opening/service call being made to the customer ∙Establishing & strengthening relationship with Cluster head & staff to gain mindshare from them on protection and Annuity ∙Involvement in work site activities (putting up stalls and making presentations in corporate. ∙Working, engaging and connecting with HNI clients for one on one selling ∙Closing sale and following up on issuance. ∙Increasing bank’s customer awareness about Life Insurance solutions and achieve the targeted penetration on Annuity and protection ∙Drive effectively the Reward and recognition programs launched for the bank staff. ∙Train the bank staff regularly on Annuity and Protection plan ∙Business Leakage including cancellations Key Skill: ∙Knowledge of the insurance sector, regulations applicable to insurance sector and the companies and competitor’s product ∙Excellent communication, interpersonal and selling skill ∙Strong problem-solving skills and decision-making ability
Role: Territory Manager - Gold Loans Vertical: Enterprise Lending Business Line: Gold Loans Product: GL Function: Sales Reports to: Area Product Manager Exp in Years Min: 3 Max: 5 Qualification: Bachelor's degree Job Role · Undertake competition mapping and update central product team on competition product propositions · Plan and execution of promotional BTL activity in branch catchment area to create visibility. Monitor and review lead conversion from each activity. · Recruitment of Sales Managers and Sales Officers. Ensure productivity of Sales Managers and Sales Officers · Maintain Cost of acquisition within norms · To achieve branch direct sales targets (disbursement and book outstanding) · Building healthy and profitable portfolio for the Gold Loan Business. · Keep track of collection and recovery and ensure delinquency remain below permissible limits. Key ResponsibiIities Sales process management in FMCG/ Direct sales company Gold loan Sales process & Marketing gold loan process understanding BTL Marketing activity Process understanding ,KYC Knowledge ,Understanding of the documentation required, Product /Competition Knowledge Mandatory skills Minimum 3-5 years of experience in direct/channel sales & marketing. Experience in collection and auction will be preferred Gold loan experience in previous assignment will be preferred.