Erm

Key Roles

1. Business Development

• Drive insurance sales through IPPB branches by promoting Bajaj Allianz Life products.

• Achieve monthly, quarterly, and yearly sales targets.

• Generate new business opportunities through walk-in customers, branch activities, and customer references.

2. Relationship Management

• Maintain strong relationships with IPPB staff, including branch heads, assistant branch managers, and postal employees.

• Support and guide IPPB staff in explaining Bajaj Allianz products to customers.

• Ensure smooth coordination between IPPB and Bajaj Allianz Life teams.

3. Customer Engagement

• Identify customer needs and suggest suitable Bajaj Allianz products (Term, Endowment, GWG, Assure Income, etc.).

• Assist customers in understanding product benefits, documentation, and claim process.

• Ensure high levels of customer satisfaction and build long-term trust.

4. Training & Support

• Train and motivate IPPB branch employees about Bajaj Allianz products, sales techniques, and digital processes.

• Conduct product awareness sessions, branch meetings, and sales huddles.

• Help IPPB staff with login process, documentation, and proposal form filling.

5. Operational & Compliance

• Ensure all business is done as per IRDAI and company compliance guidelines.

• Complete documentation and policy issuance without errors.

• Regularly update MIS reports, track performance, and share progress with seniors.