ApplicantDetails

Job Description:--

Position Title EXECUTIVE - BANCASSURANCE

Function CORPORATE OFFICE

Department BANCASSURANCE MGT GROUP

Number of Reportees 0

Functional Reporting Business Manager- Bancassurance & Travel

Minimum Work Ex in years 1

Maximum Work Ex in years 5

Relevant Experience in years 1

Formal Qualification Graduate; MBA

Additional Certifications NA

Preferred Industry Preferred Industry General Insurance; Banking; NBFC; Telecom; Life Insurance

Functional & Behavioural Competencies Competencies 1)High Result orientation: delivers within agreed timelines
2)Problem Solving: identifies issues
gathers all relevant information
interprets the facts and explores all possible solutions
3)Communication Skills: conveys views and information clearly and in a manner appropriate to the audience
4)Interpersonal Effectiveness & Ability to influence: adapts behaviour and communication style with others to gain agreement
5)Ability to handle volumes
6)Aggressive & Decision making skills
7)Team management skills

Key Responsibilities 1)Acquisition of new channels (banks
NBFC)
2)Servicing exisiting channels
3)Recruiting team of CSOs based on the business potential of the channels
4)Mapping branches/outlets (banks
franchisees of R trade
KARVY etc) to CSOs
5)Training CSOs on products offered
6)Supervision of CSOs and troubleshooting when required
7)Organizing training for channels ( bank staff who are involved in selling / policy issuance – e.g PNB)
8)Planning activities for channels at the branch level
9)Providing infrastructural support to channels for activities like sales promotion (e.g giving banners to R trade etc)
10)Relationship building with the channel partners staff
11)Constant co-ordination with: -
a)Underwriting team for policy approval.
b)Branch operations team for policy issuance.
c)Regional claims team for claims settlement.
d)Finance team for timely disbursement of agent’s commission.

Position Title	EXECUTIVE - BANCASSURANCE
Function	CORPORATE OFFICE
Department	BANCASSURANCE MGT GROUP
Number of Reportees	0
Functional Reporting	Business Manager- Bancassurance & Travel
Minimum Work Ex in years	1
Maximum Work Ex in years	5
Relevant Experience in years	1
Formal Qualification	Graduate; MBA
Additional Certifications	NA
Preferred Industry	Preferred Industry General Insurance; Banking; NBFC; Telecom; Life Insurance
Functional & Behavioural Competencies	Competencies 1)High Result orientation: delivers within agreed timelines 2)Problem Solving: identifies issues gathers all relevant information interprets the facts and explores all possible solutions 3)Communication Skills: conveys views and information clearly and in a manner appropriate to the audience 4)Interpersonal Effectiveness & Ability to influence: adapts behaviour and communication style with others to gain agreement 5)Ability to handle volumes 6)Aggressive & Decision making skills 7)Team management skills
Key Responsibilities	1)Acquisition of new channels (banks NBFC) 2)Servicing exisiting channels 3)Recruiting team of CSOs based on the business potential of the channels 4)Mapping branches/outlets (banks franchisees of R trade KARVY etc) to CSOs 5)Training CSOs on products offered 6)Supervision of CSOs and troubleshooting when required 7)Organizing training for channels ( bank staff who are involved in selling / policy issuance – e.g PNB) 8)Planning activities for channels at the branch level 9)Providing infrastructural support to channels for activities like sales promotion (e.g giving banners to R trade etc) 10)Relationship building with the channel partners staff 11)Constant co-ordination with: - a)Underwriting team for policy approval. b)Branch operations team for policy issuance. c)Regional claims team for claims settlement. d)Finance team for timely disbursement of agent’s commission.