Cluster Head|Axis
- Category: Bank Jobs
- Location: Dehradun, Uttarakhand
- Job Type: Full Time / Part Time
- Salary: Estimated: $ 22K to 34K
- Published on: 2025/09/21
ᄋ Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business ᄋ Conduct trainings at the branch for all banking partners around regulatory guidelines and products. ᄋ 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 • Relationship Management ᄋ Drive the campaign/contest for the Partner Bank to drive sales in profitable segments. ᄋ Assist banking partners in pitching product to crucial customers & driving sales closure for the same. ᄋ Identify cross sell opportunities for existing customers • New Acquisition Banking Partners ᄋ 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 ᄋ Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head • Service Orientation ᄋ Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc. ᄋ Gather relevant documents from customer post sales and submit the same to operations team; gather additional data/documents as required ᄋ Resolve operational issues faced by the partners to ensure smooth experience while working with BAGIC ᄋ 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
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