Ensure branch relationship management to generate leads for partner RM
Lobby management – Tap walk-in customers in CSB+ branches to generate LI & GI volumes for the branches
Use supervisor rights on CRM portal to monitor lead utilizations & dispositions by partner RM’s
Support Contest & R&R drives through the branch team
Coordinate with partner RM’s for policy issuance & branch team for pending resolutions
Take part in the morning huddle for the branch & discuss on Insurance products , prospects , lead status
Engage partner RM’s to participate in branch huddle for any pending issue resolution
Deliver self-productivity target designated as per branch mapping
Facilitate a cluster meet in alignment with the partners
Ensure partner mix delivery
Generate leads from cashier teams across branches & ensure self-closure
Ensure 100% branch visits every week for branch & cashier activation
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