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Area Manager - Insurance Business

1.00 to 2.00 Years   Vadodara (Gujarat)   29 Jan, 2025
Bajaj Finserv Lending Ltd
Job LocationVadodara (Gujarat)
EducationMBA/ PGDMAny Graduate
SalaryAs per Industry Standards
IndustryFinancial Services/Stockbroking
Functional AreaBanks/Insurance/Financial Services
EmploymentTypeFull-time

Job Description

Job PurposeThis position is open with Bajaj Finance Ltd.To drive insurance cross sell at designated BFL branches, achieve AOP business numbers and contribute to the companys bottom line.Duties and ResponsibilitiesPrincipal 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 RMs.
  • Support Contest & R&R drives through the branch team.
  • Coordinate with partner RMs 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 RMs 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 PERCENT branch visits every week for branch & cashier activation.
Required Qualifications and ExperienceEducational Qualificationsa) Qualifications preferable
  • MBA
Work Experience1-2 years minimum of Insurance Industry experience preferably in Agency / DST channel.Locations - BASIC SECTIONJob LevelGB04Job TitleArea Manager - Insurance Business, Insurance Distribution, SalesJob LocationCountry: IndiaState: GUJARATRegion: WestCity: VadodaraLocation Name: VadodaraTier: Tier 2

Keyskills :
lead generation branch relationship management crm monitoring team coordination insurance product knowledgepolicy issuance lobby management insurance products insurance business

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