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  • Credit Insurance

    Diunggah oleh

    rishi8861
    94 tayangan2 halaman
    The role involves developing new business and cross-selling existing business to achieve growth targets. Responsibilities include achieving sales targets, learning credit insurance products, submitting reports, and generating client leads. The job profile involves tasks like making a client list, strategizing contact development, finding decision-makers, conducting visits and calls, assisting with client meetings, follow-ups, obtaining quotes, and ensuring proper servicing of clients. Key interactions are with clients, insurance companies, client managers, accounts, supervisors, senior management, and other departments for cross-selling.

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    © Attribution Non-Commercial (BY-NC)

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    The role involves developing new business and cross-selling existing business to achieve growth targets. Responsibilities include achieving sales targets, learning credit insurance products, submitting reports, and generating client leads. The job profile involves tasks like making a client list, strategizing contact development, finding decision-makers, conducting visits and calls, assisting with client meetings, follow-ups, obtaining quotes, and ensuring proper servicing of clients. Key interactions are with clients, insurance companies, client managers, accounts, supervisors, senior management, and other departments for cross-selling.

    Hak Cipta:

    Attribution Non-Commercial (BY-NC)
    Unduh sebagai DOC, PDF, TXT atau baca online dari Scribd
    Tandai sebagai konten tidak pantas
    94 tayangan2 halaman

    Credit Insurance

    Diunggah oleh

    rishi8861
    The role involves developing new business and cross-selling existing business to achieve growth targets. Responsibilities include achieving sales targets, learning credit insurance products, submitting reports, and generating client leads. The job profile involves tasks like making a client list, strategizing contact development, finding decision-makers, conducting visits and calls, assisting with client meetings, follow-ups, obtaining quotes, and ensuring proper servicing of clients. Key interactions are with clients, insurance companies, client managers, accounts, supervisors, senior management, and other departments for cross-selling.

    Hak Cipta:

    Attribution Non-Commercial (BY-NC)
    Unduh sebagai DOC, PDF, TXT atau baca online dari Scribd
    Tandai sebagai konten tidak pantas
    dari 2

    JOB PROFILE FOR MARKETING- Credit Insurance

    1. ROLE :

    To develop new business as well as mining existing business (Cross


    Selling), so that the growth of the organization as per business plans is
    accomplished.

    2. RESPONSIBILITY :

    (A) Primarily your job responsibility will be achieving your


    business target, which has been fixed in consultation with
    you.
    (B) Gaining Knowledge of Credit Insurance Products.
    (C) To submit periodical reports and attend Saturday meetings.
    (D) Generate the pipeline of clients for credit Insurance Products.

    3. JOB PROFILE :

    Keeping in mind of your role and responsibilities in the company,


    profiling of your job is done as under:

    a. Make a list of new clients for developing new business.


    b. Discuss with Marketing/Branch Head for strategizing
    contact development and maturing the accounts.
    c. Finding the decision makers and get in touch with them.
    d. Develop contacts with clients through visits and
    telephonic calls.
    e. Fix up appointment for our senior personnel visit the
    client, if required.
    f. At the appointed meeting, take the assistance of credit
    insurance specialist.
    g. Regular follow-up with prospects after initial meetings.
    h. Upon maturity, keep close liaison with client manager
    for obtaining quotes and finalization thereof. Make sure
    that a letter is issued to the client informing names of
    our officials responsible for day-to-day servicing of the
    client.
    i. Collect premium cheques from the clients & hand over
    the same to clients’ managers. Assist client’s managers
    for issuance of policies by Insurers & arrange delivery of
    documents to the clients.
    j. Accompany Marketing Head/Client manager at the time
    of their visits to your existing clients.
    k. Co-operate with Client Manager so that no issue of your
    clients remains unaddressed.
    l. Submit weekly MIS every Saturday in the prescribed
    format to Marketing Head and attend review meeting
    whenever called.
    m. Comply with instructions of senior officials in respect of
    any other job as may be entrusted.

    The entire exercise as indicated above will be exclusives for domestic


    as well export credit insurance business.

    4. KEY INTERACTIONS :

    EXTERNAL INTERACTIONS :
    a) Clients.
    b) Insurance Companies.

    INTERNAL INTERACTIONS:
    a) Client managers.
    b) Accounts dept.
    c) Reporting officer.
    d) Senior Management
    e) Retail dept. for cross selling.

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