Developing and implementing sales strategies for prospective Microfinance Institutions (MFIs) Managing current MFI accounts while identifying cross-selling opportunities for new products. Facilitating smooth communication channels and providing targeted sales support for Endowment products. Conducting operational training programs encompassing product knowledge,sales techniques, system usage, and field sales enablement. Conducting regular MFI branch visits to evaluate field operations and strengthen stakeholder engagement. Preparing formal sales proposals, pitch decks, and training documentation. Overseeing daily sales reports to track metrics, audit data accuracy, and evaluate sales performance.
Contact customers and identify the reasons for surrender requests. Explain available options and solutions to help customers maintain their policies. Identify customers who are at risk of policy lapse in advance. Conduct customer engagement and retention programs. Collect and analyze the main reasons for policy surrender. Prepare monthly and quarterly retention reports. Provide recommendations and improvement plans to management. Notify agents about customers identified as surrender risks. Collaborate with agents on retention campaigns and customer retention activities. Monitor and track retention Pls to evaluate performance and effectiveness. Embezzlement Case follow up.
Supervise and coordinate daily activities of the sales team. Set and track sales targets for individuals and the team. Monitor sales performance and provide regular reports to management. Develop and implement effective sales strategies to increase policy sales. Assist team members in closing complex deals or handling difficult client queries. Ensure compliance with regulatory requirements and company policies. Maintain updated knowledge of insurance products, underwriting rules, and market trends. Promote a positive and customer-focused sales culture.
Plan and coordinate the daily schedules and activities of all sales staff. Set individual and team sales targets and ensure they are achieved. Monitor sales performance against targets and report progress to management. Develop and implement strategies to increase policy sales and improve overall sales performance. Provide guidance and support to team members in resolving sales-related challenges. Review insurance policies and related documentation to ensure accuracy and compliance with company requirements. Possess strong knowledge of insurance products, underwriting requirements, and market trends. Build and maintain strong customer relationships while identifying opportunities to increase sales and provide suitable insurance solutions.