The Business Manager has the responsibility of driving sales and achieving the sales target for the assigned bank branches

Target Achievement

• Drive sales and achieve targets through the bank branches
• Selling company’s product

Sales Support

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

Relationship Management

• The Bank is the key customer of the Business 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.

Lead Generation

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

Responsible to build a good relationship with channel partner and driving insurance business

Relationship Management

• Represent IndiaFirst Life among CSC State/ district level functionaries
• The Channel Partner is the key customer of the Business Development Manager and he has to engage an open and trusting relationship with the officers/staff
• Engage the Channel Partners and customers in regular discussions to transfer knowledge about insurance, Company’s product offerings and understand their issues/ concerns about selling insurance (if any)
• Coordinate deployment of various marketing/ R&R and communication tools/ initiatives to build conducive business environment for IndiaFirst Life

• Organizing RAPs meetings at District level for efficient ground mobilization.

Lead Generation

• Sourcing prospect references from RAPs and convert them through calling support by Phone Managers
• Spearhead all lead generation initiative from the Channel Partner – whether through walk in, data-mining, referrals and others.

Other

• Provide field support to the Phone Managers
• Monitor the overall growth of business in their assigned location/s
• Any other CSC related task as and when assigned

TL is responsible Training, hand holding the team and build relationship with the distributor. He/She will also be responsible for achieving the sales target and maintain quality service standards.

Campaign Management

• Daily morning huddle & day end review with the team on all running campaigns
• Set the tone and asking rate for the day in the morning huddle
• Ensure Call back are attended by the team
• Ensure confirmed appointments are scheduled for the field
• Continuous follow up on the follow up till closed.
• Daily Monitor ANI/CFR till closed therefore, ensuring 80% Login to issuance
• Ensure seamless execution of ongoing campaigns

Telephonic Sales & Service Conversion

• Should always be on the floor
• Should actively listen to the calls and barge in if necessary: for effective delivery by the caller
• Give regular feedback and inputs to the caller for bettering the call quality
• Should ensure Call Quality is never compromised

Target Orientation

• Should always be abreast of the current business situation like no. Of leads, conversion %, business numbers , call numbers

Training

• Regular training to be imparted to the team
• To clearly analyse from the calls/data of the caller if call opening/closure is a problem and lead by example. 

Team Management and Sales target achievement

• Ensure excellent handholding to maximize productivity
• Ensure and demonstrate supportive behaviour to the team
• Ensure and demonstrate supportive behaviour with other functions in the organisation