Sales Manager - Bancassurance Axis

Bajaj General Insurance; Khordha; On-site; INR 4,00,000 - 6,00,000; Full time

Job summary

A leading insurance provider is looking for a Sales Manager to work in the consumer durable loan market. This entry-level full-time position involves analyzing customer segments, conducting training for banking partners, and driving sales through relationship management. Candidates will need to gather market information, identify cross-sell opportunities, and support partners throughout the sales process. The role is essential for increasing penetration in branches and ensuring smooth operational experiences for clients.

Qualifications

• Experience in analyzing customer segments and sales trends.
• Ability to conduct training sessions.
• Strong service orientation and problem-solving skills.

Responsibilities

• Analyze customer segmentation and sales trends to assess business potential.
• Conduct training for banking partners on guidelines and products.
• Drive campaigns to increase sales in profitable segments.

Skills

Customer segmentation analysis

Relationship Management

Sales strategy development

Cross-selling opportunities identification

Market research

Job description

Sales Manager – Consumer Durable Loan (Open Market)

Responsibilities:

• Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics, etc. to assess the potential for business.
• Conduct trainings at the branch for all banking partners around regulatory guidelines and products.
• Plan for activation of branches through R&R activities to increase penetration in active branches and realize the full potential of the bank partner in the given geography.
• Relationship Management.
• Drive campaigns/contests for the partner bank to drive sales in profitable segments.
• Assist banking partners in pitching products to crucial customers and driving sales closures.
• Identify cross‑sell opportunities for existing customers.
• New acquisition of banking partners.
• Gather market information of potential partners, analyze partner profile and customer mix to identify the best product fitment from the BAGIC portfolio, and assess profitability and viability of the partnership.
• Schedule meetings with prospective banking clients and brief them about BAGIC products; offer lucrative products in coordination with the Vertical Head.
• Service orientation.
• Engage with cross‑functional teams to ensure seamless execution of work across channels and deliver desired productivity, including everyday servicing and policy issuance.
• Gather relevant documents from customers post‑sale and submit them to the operations team; gather additional data/documents as required.
• Resolve operational issues faced by partners to ensure a smooth experience while working with BAGIC.
• Provide support for cancellation requests and policy endorsements; process and track such requests in coordination with the internal ops team to ensure ease of process and approvals for partners.
• Support partners to register claims on behalf of customers and coordinate to ensure approvals within agreed timelines.

Seniority Level

Entry level

Employment Type

Full-time

Job Function

Sales and Business Development

Industry

Pharmaceutical Manufacturing