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 BAGIC portfolio, assess profitability & viability assessment 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 operations team; gather additional data/documents as required
  Resolve operational issues faced by the partners to ensure smooth experience while working with BAGIC
  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


Department :

West


Open Positions :

1


Skills Required :

Industry Understanding & Competitive Awareness; Banking Product Knowledge; Customer Relations; Sales Execution


Role :


2


Location :

Health Vertical Fort


Education/Qualification :

Graduate


Desirable Skills :

1.Good communication skills. 2.Flexible & adaptable to change. 3.Well versed with MS Office. 4.Should have good analytical and problem-solving skills.


Years Of Exp :

1 to 5 Years


Posted On :

21-Aug-2023


Designation :

Relationship Manager Health Insurance