
TMI Network
Job Description
POSITION / DESIGNATION Business Development Manager – Bancassurance
JOB RESPONSIBILITIES The Business Manager has the responsibility of driving sales and achieving the
sales target for the assigned bank branches
Target Achievement
- Drive sales and achieve targets through the bank branches
- Selling company’s product
Sales Support
- Support the CRO in his sales effort, in terms of generating benefit
Illustrations, Accompanying On Client Calls If Required Etc
Relationship Management
- The Bank is the key customer of the Business Manager and he has to
engage an open and trusting relationship with the Branch
Managers/officers/staff
- Engage the employees of the bank branches in regular discussions to
Transfer Knowledge About Insurance, Company’s Product Offerings And
understand their issues/ concerns about selling insurance (if any)
- Ensure that all service requirements are met, medicals facilitated and
customers are satisfied.
Lead Generation
- Spearhead all lead generation initiative from the bank – whether through walk
in, data-mining, referrals and others.
KEY PERFORMANCE INDICATORS
QUALITATIVE
- Achieving sales targets
- Activate & Penetrate branches for Insurance Sales
- Arranging training programs for bank staff on products and selling skills
- Increasing productivity of bank branch
QUANTITATIVE
- Achievement of Monthly / Quarterly / Half yearly and Annual Sales Target
Preferred Credentials
WORK EXPERIENCE 2-4 years In Insurance / Banking / Finance / FMCG / NBFC / Pharma Sales and
Freshers.
AGE Below 35 years
QUALIFICATIONS Diploma, Graduates / MBAs of formal education is desirable.
COMPETENCIES,
Result Orientation
Leadership Skills
Customer Orientation
Interpersonal and Communication Skills
Energy, Drive and Initiative
Cost and Quality Consciousness.
Responsibilities
Eligibilities: