Partner and Client Management
- Exceeding branch level targets (NB renewal STP digitisation product mix etc)
- Interact with the Bank branch teams and customers to explain the products and promote the brand
- Sales and support to all branches assigned complete documentation
- Drive local contests and engagements to engage teams
- Keep track of all contests and initiatives launched
- Maintain good relationship with Bank Branch manager interact with him regularly to assess business status. Take help from them to push & motivate them to maintain productivity
- 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
- Aid the bank branches to adopt new processes and technology Ensure sales targets assigned are met on every parameter
- Assist Branch team to ensure their insurance targets are met by providing sales support correct training product updates sales information.
- Align partner to ensure both teams are working towards the same goal