Location Name: Pune Corporate Office - HO
Job Purpose
This position is open with Bajaj Finance ltd.To drive insurance cross sell at designated BFL branches, achieve AOP business numbers and contribute to the company's bottom lineCulture Anchor:Work Hard - Consistently puts in effort. plans and tracks daily progress to achieve targetsExecute with Rigor - Takes responsibility for meeting targets with focus and effortOwn It - Maintains honesty and fairness in all interactions in line with organization's policiesAct with Integrity
Duties And Responsibilities
- PRINCIPAL ACCOUNTABILITIES(Accountabilities associated with the job)
- Hub branch – CSB & create beat plan for CSB+ branches
- Ensure branch relationship management to generate leads for partner RM
- Lobby management – Tap walk-in customers in CSB+ branches to generate LI & GI volumes for the branches
- Use supervisor rights on CRM portal to monitor lead utilizations & dispositions by partner RM's
- Support Contest & R&R drives through the branch team
- Coordinate with partner RM's for policy issuance & branch team for pending resolutions
- Take part in the morning huddle for the branch & discuss on Insurance products , prospects , lead status
- Engage partner RM's to participate in branch huddle for any pending issue resolution
- Deliver self productivity target designated as per branch mapping
- Facilitate cluster meet in alignment with the partners
- Ensure partner mix delivery
- Generate leads from cashier teams across branches & ensure self closure
- Ensure 100% branch visits every week for branch & cashier activation
Required Qualifications And Experience
nimum acceptable proficiency for this job which best indicates the education and/or experience requirements of this job and not the incumbent)Educational Qualificationsa)Qualifications preferable MBA b)Work Experience1-2 years minimum of Insurance Industry experience preferably in Agency / DST channel.
