Key Contributions:
Sales:
- To consistently meet the sales targets assigned to citibanking vertical
- Responsible and accountable for Channel Partner’s Sales/ Business Targets for the allocated branches
- Assist /help Citi RM to generate leads and log in prospective applications
- Driving and motivating the branch staff along with Citi RM and providing support for logging in applications sourced
- Tapping the right database of the branch and ensure authentic documentation
- Build relationship with the Citi Relationship Manager and ensure the business targets and Productivity targets of the allocated branches are met effectively
- Prospect and meet customers within and outside the Branch as when required
- To develop, agree and implement short term and long term plans to achieve sales targets
- To achieve branch RM activation targets
- Work collectively with Citi RM and conduct joint sales calls as a team to achieve business nos.
- Seek commitment from the partner towards achievement of business objective
Relationship Management:
- Managing the relationship between internal team and channel partner so as to Foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner
- Provide all possible support to the channel partner as a face of parent company
- Effectively execute all Marketing activities as per Partners requirement
- Ensuring timely issuance of policies with resolving all pending etc.
- Adhere to the customer touch-point engagement in order to service his portfolio of customers
- To maintain the desired persistency ratio
- Prompt post-sales service with respect to all domains
- Strategize and interact closely with the RM on business plan execution
Ensure Compliance:
- Ensure compliance to internal sales process & other compliance standards
- Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team
MIS:
- Adhering to the Training Road map.
- Providing timely reports to the Supervisor as per the requirement.
- Adhering to the TALIC code of conduct.
Skills Required:
Technical:
- Product/Subject matter expertise
- Business perspective & planning
- Finance / Insurance industry awareness
- Self management
- Problem solving skills
- Peer level co-ordination and influencing skills
Behavioral
- Interpersonal skills
- Communication skills
- Creative thinking skills
- Supervising/Leadership skills
- Teamwork Skills
- Influencing skills
- Relationship Building skills
- Decision making skills
Qualification : Graduate/ PG
Experience : 4 - 8 years in Sales (Insurance Background)
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