Job Description :
- 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
- 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
- New Acquisition Banking Partners
- Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from the organization portfolio, assess profitability & viability assessment of partnership
- Schedule meetings with prospective banking clients and brief them about the organizational 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 operations team gather additional data/documents as required
- Resolve operational issues faced by the partners to ensure smooth experience while working with the organization
- 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.
