Bajaj FinServ
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Job Reference
* JR00084210
Job Summary
* Manager – Insurance Services
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
Job Duties & Key Responsibilities
* Duties and Responsibilities – PRINCIPAL ACCOUNTABILITIES (Accountabilities associated with the job) • Manage Hub & spoke branches – Urban & Rural distributed in the same geographical limits • Ensure branch relationship management to generate leads for partner RM • Facilitate Lobby management for partner RM’s for walk-in customers to generate LI & GI volumes for the branches • Use supervisor rights on CRM portal to monitor lead utilizations & dispositions by partner RM’s • Drive Contests & R&R constantly through the branch team • Coordinate with partner RM’s for policy issuance & branch team for pending resolutions • Drive market specific products between Urban & Rural branches • 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 • Facilitate cluster meet in alignment with the partners • Responsible for quote generation product trainings product visibility and R&R drive at branches • Generate leads from cashier teams across branches & ensure self closure • Ensure 100% branch visits every week for branch & cashier activation
Required Qualifications and Experience
* 8. SKILLS AND KNOWLEDGE (Minimum 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 0.6-1 years minimum of Insurance Industry experience preferably in Agency / DST channel.