Key Responsibilities/ Key Deliverables
- Will be responsible for meeting sales target through Bank s FOS.
- Will be responsible for maintaining relationships with all corporate salary team in the assigned Bank Branches
- Keeping accurate record of referrals received from all corporate salary team in the assigned bank branches.
- Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered.
- Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch s corporate salary customer base.
- Drive effectively the Reward and recognition programs launched for the bank staff.
- Shall train the bank staff regularly on concepts in life insurance and new product introductions.
Measures of Success
- Achieving Business Target milestones - AFYP / Blended premium, and no. of cases.
- Relationship with Bank Corporate Salary Manager
- Effective Lead generation and meet value / number targets
