Location: Nashik, Pune, Kolhapur, Sangli, Chakan and Talegaon
Job Role Type: Sales Field Job
Channel: Bancassurance
Annual CTC: Upto 3.5 lpa
Responsibilities :
Partner Relationship Management
- Build solid rapport with branch staff to generate life insurance leads.
- Collaborate closely with bank personnel to ensure smooth product promotion and customer conversion.
Sales Target Achievement
- Drive sales of life insurance products through bank branches to meet monthly, quarterly, and annual targets.
- Maintain high productivity and strong conversion ratios from generated leads.
Customer Engagement
- Identify customer needs and recommend suitable insurance products.
- Deliver clear and compliant product presentations and policy explanations.
Compliance & Process Adherence
- Ensure all sales activities comply with regulatory and organizational guidelines.
- Maintain complete and accurate records of leads, closures, and customer communications.
MIS & Reporting
- Update sales dashboards, lead trackers, and performance reports for review and analysis.
- Ensure timely and accurate reporting to sales leadership.