Objective / Purpose

1. Achievement of premium and number of policies  
2. Ensuring min 70% activation of the Channel Partners assigned to him.      

About Us

Generali Central Life Insurance Company Limited (GCLI) is a joint venture between two leading groups: Generali Group- A global insurance group that features among the top 50 largest companies in the world and Central Bank of India – A leading bank in India.

Roles & Responsibilities

1. To achieve targets for the designated Partner through effective sales strategies. 
2. Sales planning and training need analysis.
3. Existing Channel partners management.    
4. To build & manage relationships with various channel partners to retain business.
5. Job profile of BDM to provide those sales Support in his region and take business from Brokers/Corporate Agents.
6. Leads received from the brokers, get visited once verified by sales team on the phone.  
7. Explain all the features and benefits of the plan before picking up any premium from the customers. 
8. A case get logged in only after receiving a confirmation from the brokers.
9. Responsible for issuance of the case.    

Educational Qualification

Minimum Graduate

Experience

Minimum 4 to 5 years of experience

Competencies

Skills

Good communication skills, Relationship Management, Basic understanding of financial products and investment, Understanding of PD Channel