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Corporate Sales General Insurance

Gurgaon, HR
Job Code:
  • Insurance
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Job Details

Accountability Supporting ActionsTo undertake new client acquisition, retention & growth for the branch To acquire minimum x new corporate clients every month as per business targets; undertake documentation and KYC formalitiesTo actively participate in the LAP (Local Area Programs) that the Branch manager organizes and play an active role in sourcing accounts/leadsTo ensuring acquisition of the right profile of customers by sourcing the relevant surrogates as per the segmentation norms; undertake database support for calling, contacting customersTo obtain references from existing customers, other internal teams for approaching potential customersTo report daily MIS and tracking of targets & personal meeting with clientsTo keep upbreast of the latest developments & report to the Products/ Quotes team of the upcoming client requirements to innovate the product/service mixTo ensure end-to end single point service for the customer, to win and maintain his trustTo achieve multi product Insurance penetration and revenue targets To constantly engage with existing set of customers to identify their latent and express needs on General insurance requirements and position company offerings to the customersTo undertake financial needs analysis, risk profiling & get to develop a Risk assessment done for the Corporate customers interested in offeringsTo ensure constant dissemination of product information and features of all new General insurance productsTo use alternate products, cross sell products and advisory services to activate inactive customers and source new customers into the systemTo ensure timely closure of all Leads received from various sources and achieve high lead to conversion ratioTo actively participate in initiatives and contests driven by Business Development teams and HOTo extensively engage with Quotes and Claims team for offering customized customer solutions To liaise with the Quotes team for getting customized offerings from various Insurance companies to provide the most competitive rates to the customersTo liaise with the Claims team for effective survey and claims processing for the various claims raised by clients on an ongoing basis; ensure effective TATsTo maintain effective documentation of the leads generated and customers acquired/ serviced and share MIS To regularly enter data in the SAIBA system for capturing leads, customer contacted, servicing done, etcTo maintain detailed MIS in the Branch review template on business done, new clients acquired, clients lost, client pipeline and potential, pendency of entries in SAIBA, etcTo share the In-house newsletter with the clients on an ongoing basisTo ensure policy adherence and documentation To be aware of all critical policies & procedures & ensure compliance with them; facilitate internal and statutory audits in their area of workTo ensure adequate compliance to KYC norms, adherence to SOP processes & documentation for client profilingTo ensure that client promises are kept and their grievances are adequately addressed or highlightedTo work towards learning and self development To attend internal and external training programs, other relevant certifications that enhances the skills in the financial services
Degree: MBA/ PGDM

Additional Degree: BA (Arts) | B.Com. (Commerce) | B.Pharm. (Pharmacy) | B.Plan. (Planning) | B.Sc. (Science) | BBA/ BBM/ BBS | BCA (Computer Application) | Diploma-Other Diploma | B.Ed. (Education) | BHM (Hotel Management)

Experience: 2-4


Accounting/Financial Products | Channel Sales | Corporate Sales | Healthcare Sales
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