Roles Responsibilities
- Needs to manage a team of 4-5 FLS
- Increase the top of funnel by driving period BTL activates, generating referral form prospect customers to generate a bigger prospect base.
- Maximize virtual connects with the qualified prospects using various digital platforms along with other social media platforms.
- Adopt need based selling (Tailor make recommendation based on customer s profile) and assist and coordinate with customers to facilitate smooth policy insurance.
- Rigorous and timely follow - up on all prospects that are in work in progress stage.
- Update prospect information and track performance on lead management system (LMS) / VYMO
- Ensure that all procedural requirement for policy issuance is complete and correct.
- Track polices that have been logged in the branch to ensure speedy insurance to provide correct and complete information on products to all customers to show transparency.
Educational Qualification- Minimum Graduate
Experience
- 5-7 years work experience.
- Minimum 6 months of experience in life insurance sales management / retail bank distribution / co-operative bank and channel management / DSA relationship
