- Generate insurance business through assigned bank branches.
- Build and maintain solid relationships with branch managers and bank staff.
- Identify prospective customers from the bank's customer base.
- Promote and sell life, health, and general insurance products.
- Understand customer financial needs and recommend suitable insurance solutions.
- Generate leads through branch referrals and customer interactions.
- Convert leads into policy sales by providing effective product presentations.
- Conduct customer meetings and explain product features, benefits, and policy terms.
- Assist customers with documentation and policy issuance.
- Ensure timely policy renewals and provide after-sales service.
- Support customers with claim-related guidance and query resolution.
- Train and motivate bank employees on insurance products and sales techniques.
- Organize branch-level sales campaigns and customer awareness activities.
- Achieve monthly, quarterly,
and annual sales targets.
- Ensure compliance with IRDAI regulations and company policies.
- Maintain accurate sales records and customer documentation.
- Monitor branch performance and identify opportunities for business growth.
- Coordinate with internal teams for smooth policy processing.
- Stay updated on new insurance products, market trends, and competitor offerings.
- Deliver excellent customer service to enhance customer satisfaction and long-term relationships.
Preferred candidate profile -
- Strong communication and interpersonal skills
- Sales and negotiation abilities
- Relationship-building skills
- Customer-focused approach
- Product knowledge
- Time management and organizational skills
- Problem-solving ability
- Knowledge of banking and insurance regulations