A. Execution:
1. Analyze the customer segmentation and sales trends in terms of demographics, geography, characteristics, etc. to assess the potential for business
2.Conduct trainings at the branch for all banking partners around regulatory guidelines and products
3. Plan for activation of branches through R&R activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography
B. Relationship Management:
1. Drive campaigns and contests for the Partner Bank to boost sales in profitable segments
2. Assist banking partners in pitching products to crucial customers and drive sales closure
3. Identify cross-sell opportunities for existing customers
C. New Acquisition Banking Partners:
1. Gather market information on potential partners, analyze partner profiles and customer mixes to identify the best product fit from the BAGIC portfolio, and assess profitability and viability of partnerships
2. Schedule meetings with prospective banking clients to brief them about BAGIC products and offer lucrative options in coordination with the Vertical Head
D. Service Orientation:
1. Engage with cross-functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance
2. Gather relevant documents from customers post-sales, submit them to the operations team, and collect additional data/documents as required
3. Resolve operational issues faced by partners to ensure a smooth experience while working with BAGIC
4. Provide support for cancellation requests and policy endorsements, process and track such requests in coordination with the internal operations team, and ensure ease of process and approvals for partners by coordinating with the internal operations team
Skill(s) required
Client InteractionClient RelationshipMarketingOperationsSalesTraining And Development
Bajaj Allianz General Insurance Company Limited is a joint venture between Allianz SE, the world's leading insurer, and Bajaj Finserv Limited. The company received a certificate of registration from IRDA on 2nd May 2001 to conduct general insurance business in India. Bajaj Allianz General Insurance, today, is one of the largest private insurers in the industry, with offices in over 1100 towns and cities. The company has continuously been expanding its operations to reach out to its customers. On May 2nd, 2021, we completed 20 years of care. In our two decades-long journey, we rose from a humble start-up to an industry leader. We have gained the trust of close to 11 crore customers with the help of over 9000 employees, a robust distribution network of more than 80,000 agents, almost 9,000 motor dealer partners, and over 240 bank partners. We are also associated with most brokers, web aggregators, and major e-commerce platforms.