Drive sales and achieve targets through the bank branches

Selling company’s product

Support the CRO in his sales effort, in terms of generating benefit illustrations, accompanying on client calls if required etc

The Bank is the key customer of the Business Development 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.

Spearhead all lead generation initiative from the bank – whether through walk in, data-mining, referrals and others.

Lead Generation

Relationship Management

Sales Support

Target Achievement