• Will be responsible for meeting sales target through Bank nearby Santipur
• Will be responsible for maintaining relationships with all constituents in the Bank Branch
• Keeping accurate record of referrals received form all constituents in the bank branch.
• Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered.
• Shall approach him/herself at least 5 new customers in the bank branch local to Santipur each day.
• Increasing bank’s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch’s customer base.
• Drive effectively the Reward and recognition programs launched for the bank staff.
• Shall rain the bank staff regularly on concepts in life insurance and new product introductions.

MEASURES OF SUCCESS:

• Achieving Business Target milestones  AFYP / Blended premium, and no. of cases.
• Relationship with Bank Branch Manager
• Effective Lead generation and meet value / number targets assigned from Kolkata head office

MINIMUM / SPECIFIC EXPERIENCE:

• Graduate in any discipline
• 1 to 2 yrs of overall exp. in sales with a minimum of 6 months work experience in the fields of Banca, Life insurance sales management, Retail bank distribution, and Channel Management and/or DSA relationship.
• Local area knowledge of Santipur West Bengal for customer meetings and document collections.
• Good communication skills and presentation skills.
• Local language reading and writing skills of Bengali  Hindi and English