Cluster Head
- Dehradun, Uttarakhand
- Permanent
- Full-time
- Execution
- Gather relevant documents from customer post sales and submit the same to operations team; gather additional data/documents as required
- Resolve operational issues faced by the partners to ensure smooth experience while working with BAGIC
- Provide support for cancellation requests, policy endorsements; process & track such requests in coordination with internal ops team ; Ensure ease of process & approvals for partners by coordinating with internal Ops team
- Service Orientation
- Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head
- Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from BAGIC portfolio, assess profitability & viability assessment of partnership
- New Acquisition Banking Partners
- Drive the campaign/contest for the Partner Bank to drive sales in profitable segments.
- Assist banking partners in pitching product to crucial customers & driving sales closure for the same.
- Identify cross sell opportunities for existing customers
- Relationship Management
- 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 the penetration in active branches to realize full potential of the bank partner in the given geography