Branch Sales Officer - Bancassurance

What You Will Be Doing

• Responsible to meet the financial targets for Bancassurance as defined and agreed and cross sell other products if mandated.

Key Responsibilities

• Ensure that the sales target are consistently met.
• Awareness about the product offerings by the competitors, propose and implement improvements in the existing process.
• Provide prompt feedback to Relationship Manager on the business objectives.
• Ensure that all service standards of the bank are met and maintained.
• Ensure the sales of Insurance product is done with good faith and integrity at all times.
• Ensure necessary actions are taken on all customer requests within the stipulated timelines.
• Ensure error free applications are submitted with 100% accuracy.
• Liaise with the Bancassurance Coordinators for smooth processing of the application forms.
• Ensure respective tasks are in compliance with Policy Guidelines and Code of Conduct.
• Ensure productivity levels are maintained at all times during the financial year.
• Ensure strict adherence of SLA’s as per the operating procedure.
• Ensure the individual claw back is restricted below the mandated targets for the financial year.
• Ensure to maximize sale of Bancassurance products with Semi Annual/Annual Mode.