Sales Manager-Banc assurance-HDFC

1. Execution

• Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business


• Conduct trainings at the branch for all banking partners around regulatory guidelines and products.


• Plan for activation of branches through R&R activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography

1. Relationship Management

• Drive the campaign/contest for the Partner Bank to drive sales in profitable segments.


• Assist banking partners in pitching product to crucial customers & driving sales closure for the same.


• Identify cross sell opportunities for existing customers

1. New Acquisition Banking Partners

• Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from Bajaj General Insurance Ltd portfolio, assess profitability & viability assessment of partnership

• Schedule meetings with prospective banking clients and brief them about Bajaj General Insurance Ltd products/ offer them lucrative products in coordination with the Vertical Head

1. Service Orientation

• Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc.


• Gather relevant documents from customer post sales and submit the same to operations team; gather additional data/documents as required


• Resolve operational issues faced by the partners to ensure smooth experience while working with Bajaj General Insurance Ltd


• Provide support for cancellation requests, policy endorsements; process & track such requests in coordination with internal ops team; Ensure ease of process & approvals for partners by coordinating with internal Ops team

Support partners to register claims on behalf of customers, coordinate to ensure approvals within agreed timelines

Mandatory Skills:

Industry Understanding & Competitive Awareness; Banking Product Knowledge; Customer Relations; Sales Execution

Desirable Skills:

1. Good communication skills. 2. Flexible & adaptable to change. 3. Well versed with MS Office. 4. Should have good analytical and problem-solving skills.