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JD - BALIC Direct - Sales Trainee

The job is to achieve business targets related to productivity, new premiums, and persistency in order to contribute to the company's overall objectives. The responsibilities include being responsible for life insurance targets, acquiring and maintaining strategic client relationships, cross-selling and renewing client insurance needs, and managing product mix, persistency, and the customer database. The role requires a graduate or master's degree, communication skills in English and regional languages, and the ability to work in a competitive environment with a goal-oriented mindset. Compensation offered is 3-3.5 lakhs plus incentives annually depending on education level.

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Sajid Khan
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41 views1 page

JD - BALIC Direct - Sales Trainee

The job is to achieve business targets related to productivity, new premiums, and persistency in order to contribute to the company's overall objectives. The responsibilities include being responsible for life insurance targets, acquiring and maintaining strategic client relationships, cross-selling and renewing client insurance needs, and managing product mix, persistency, and the customer database. The role requires a graduate or master's degree, communication skills in English and regional languages, and the ability to work in a competitive environment with a goal-oriented mindset. Compensation offered is 3-3.5 lakhs plus incentives annually depending on education level.

Uploaded by

Sajid Khan
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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JOB DESCRIPTION

• Senior Financial Service Manager - Trainee


Role Title
• Relationship Manager-Trainee
Function/ Department BALIC Direct

1. JOB PURPOSE
(Summarize in one statement because the job exists; and how it contributes to the overall objective of the
company)

• To plan and achieve business targets in the area productivity, new premium, persistency. Take
responsibility for scanning the market for emerging opportunities. To promote a customer –centric
culture among both staff and field force.

2. PRINCIPAL ACCOUNTABILITIES
(Accountabilities associated with the Job)

• Responsible for target achievement of Life Insurance.


• Acquire, build & maintain strategic relationships with clients sources, develops & analyses customer
needs to establish a client centric business environment, proposes and implements solution. Cross
sales, try to up sells and timely renewal of client’s insurance requirements
• Responsible for increasing share of business by offering entire range of products by achieving Monthly,
Quarterly and Annual target.
• Optimal use of given lead on daily basis & Achieving cost efficient operation.
• Managing product mix, persistency, Lead Conversion% etc
• Managing accurate maintenance & updating database.
• Achieving goal sheet & contest achievement on weekly basis.

3. SKILLS AND KNOWLEDGE:


(Minimum acceptable proficiency for this job which best indicates the education and/or experience
requirements of this job and not the incumbent)

a) Qualifications
▪ Graduate / Master’s in business administration/ post- graduation in any stream.

▪ Communication in English, Hindi & other Regional Language (Local candidate will be preferred)
▪ Keen to work in a highly competitive environment.
▪ Right attitude & never – say- die mind-set.
▪ Effective planning, time management and organizational skills
▪ Demonstrated ability to understand customer/partner issues and navigate to an appropriate resolution
leveraging business knowledge and technical aptitude.

4. COMPENSATION OFFERED:
• Graduate: 3.0 Lakhs + Incentives
• Postgraduate: 3.5 Lakhs + Incentives

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