RM Credit Life- Life Insurance -3.5 lacs

Role & responsibilities

credit life insurance business

Preferred candidate profile

1. Business Development & Sales

• Achieve monthly and annual

  credit life sales targets

  from assigned partner branches / regions.
• Drive penetration of credit life across various loan products (home, LAP, vehicle, personal, business loans) of the partner.
• Generate leads from loan files, conduct joint calls with branch/credit/sales teams and close sales with loan customers.

1. Partner Relationship Management

• Act as the

  single point of contact

  for partners cluster/branches for all credit life matters.
• Build and nurture strong relationships with branch managers, credit managers, sales managers, DSAs and other key stakeholders of the partner.
• Conduct regular branch visits, review meetings and joint business planning with partner teams to increase product uptake.

1. Training & Enablement

• Train partner branch staff, credit teams and DSAs on credit life concepts, product features, needbased selling, objection handling and process.
• Ensure new joiners in the partner branch network are inducted on credit life products and sales process.
• Drive activity such as customer meets, product campaigns and inbranch promotions (standees, posters, digital displays).

1. Process Management & Issuance Quality

• Ensure complete and accurate

  documentation

  , timely login and issuance of loggedin business in coordination with operations and underwriting.
• Work with partner ops/credit teams to minimize discrepancies, pendencies and policy cancellations.
• Track proposals through the lifecycle and ensure communication to partner branches and customers on status, requirements and issuance.

Theresa@9562194455