- Generate life insurance business through bank branch referrals.
- Build and maintain strong relationships with bank branch managers and staff.
- Identify customer insurance needs and recommend suitable life insurance products.
- Achieve monthly, quarterly, and annual sales targets.
- Conduct customer meetings and explain policy features, advantages, and claim processes.
- Cross-sell insurance products to existing bank customers.
- Follow up with leads provided by the bank and convert them into sales.
- Ensure accurate documentation and timely policy issuance.
- Maintain high standards of compliance with IRDAI and company guidelines.
- Provide after-sales service, including policy renewals and customer support.
- Organize customer awareness programs and sales campaigns at bank branches.
- Train and motivate bank employees to generate quality insurance referrals.
- Monitor branch performance and prepare daily, weekly, and monthly sales reports.
- Resolve customer queries and ensure a positive customer experience.
- Coordinate with underwriting and operations teams for smooth policy processing.
Preferred candidate profile -
- Relationship Management
- Sales & Business Development
- Cross-selling & Upselling
- Customer Service
- Lead Generation & Conversion
- Communication & Negotiation
- Target Achievement
- Banking & Insurance Knowledge
- Documentation & Compliance
- Team Collaboration