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JOB DESCRIPTION
Job Title :
Sales Officer
Job Code:
JD Date:
Purpose of the Job (overall high level summary of the job) For managing the Group Business, across locations and to support the new programs for the ongoing Home Loan Protection Plan. These Officers would liaise with the Bank employees of the bank to generate business. These Officers will be closely working the Retail Asset Teams to sell Group Insurance Scheme along with the banks primary product. They would plan, monitor, coach, communicate and execute sales strategies and gain mind share of the bank officials and then provide feedback. They will also in turn work with the Group Operations to follow up on issuance and clearing of
Principal Accountabilities
Manage the Group business with the Bank employees
Champion product and process to drive top line sales through business sales team and maintaining penetration levels of group insurance products with channel partner. To develop relationship with Retail Assets Team at assigned locations to understand and seamlessly integrate offering with bank products.
Coordinate and train key officials to enhance their Driving key changes and new initiative for new Provide market feedback on competition and other
Tracking
penetration
performance
and
publishing
To measure & monitor the various metrics (Penetration Claim denial rates/ pending rates, rejection ratios ,
medical TATs etc), to minimize the same and adhere to TATs and contribute to product improvement.
Monitoring and control process of Post Sales . Managing complete claims operation & end to end
process
Major Challenges (The challenges inherent in the job that require a continual test of the job holders abilities)
Interaction with various departments / authorities in the distributors network The geographical spread of the branches to handle the same The process laid down by the company is slightly complicated, in terms of follow-ups and closure