Strategic Sales Manager – Bancassurance Channel Job in Surat at Bajaj Allianz

Bajaj Allianz is hiring for the role of Strategic Sales Manager – Bancassurance Channel!

Responsibilities of the Candidate:

• Execution:
  • Analyse the customer segmentation, sales trends in terms of demographics, geography, characteristics etc., to assess the potential for business
  • Conduct training at the branch for all banking partners on regulatory guidelines and products.
  • Plan for activation of branches through R&R activities to increase the penetration in active branches to realize the full potential of the bank partner in the given geography
• Relationship Management:
  • Drive the campaign/contest for the Partner Bank to drive sales in profitable segments.
  • Assist banking partners in pitching a product to crucial customers & driving sales closure for the same.
  • Identify cross-sell opportunities for existing customers
• New Acquisition Banking Partners:
  • Gather market information of potential partners, analyze partners' profile and customer mix to identify the best product fitment from the BAGIC portfolio, assess the profitability & viability of partnership
  • Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head
• 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 the operations team; gather additional data/documents as required
  • Resolve operational issues faced by the partners to ensure a smooth experience while working with Bagic
  • Provide support for cancellation requests, policy endorsements; process & track such requests in coordination with the internal ops team; Ensure ease of process & approvals for partners by coordinating with the internal Ops team