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Job Purpose “This position is open with Bajaj Finance ltd.
” To drive insurance cross sell at designated BFL branches, achieve AOP business numbers and contribute to the company’s bottom line Duties and Responsibilities 3.
PRINCIPAL ACCOUNTABILITIES (Accountabilities associated with the job) • Hub branch – CSB & create beat plan for CSB+ branches • Ensure branch relationship management to generate leads for partner RM • Lobby management – Tap walk-in customers in CSB+ branches to generate LI & GI volumes for the branches • Use supervisor rights on CRM portal to monitor lead utilizations & dispositions by partner RM’s • Support Contest & R&R drives through the branch team • Coordinate with partner RM’s for policy issuance & branch team for pending resolutions • Take part in the morning huddle for the branch & discuss on Insurance products , prospects , lead status • Engage partner RM’s to participate in branch huddle for any pending issue resolution • Deliver self productivity target designated as per branch mapping • Facilitate cluster meet in alignment with the partners • Ensure partner mix delivery • Generate leads from cashier teams across branches & ensure self closure • Ensure 100% branch visits every week for branch & cashier activation Required Qualifications and Experience nimum acceptable proficiency for this job which best indicates the education and/or experience requirements of this job and not the incumbent) Educational Qualifications a) Qualifications preferable MBA b) Work Experience 1-2 years minimum of Insurance Industry experience preferably in Agency / DST channel.
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