- Achieve assigned sales targets (NOP, Revenue, case count, product mix) through partner bank branches
- Drive Life Insurance penetration within mapped bank branches
- Focus on high-quality business acquisition and persistency
2. Partner Relationship Management
- Build and nurture strong working relationships with key stakeholders at partner banks
- Act as a single point of contact for the bank on all insurance-related matters
- Ensure alignment with partner bank priorities and identify growth opportunities
3. Sales Enablement & Capability Building
- Conduct regular training sessions for bank staff on life insurance products, sales pitches, and compliance
- Work closely with relationship managers/branch teams during customer meetings to drive closures
4. Branch Activation & Engagement
- Increase activation of mapped branches and improve productivity per branch
- Plan and execute joint sales activities, campaigns, and customer engagement initiatives
- Ensure regular branch visits and structured engagement with frontline teams
5. Pipeline & Lead Management
- Work closely with bank teams to generate quality leads and maintain a strong pipeline
- Track and monitor lead conversion ratios and take corrective actions
- Leverage data to identify opportunities for cross-sell and upsell
6.
Governance & Compliance
- Ensure adherence to regulatory guidelines and company policies
- Maintain quality of sales and documentation standards
- Drive ethical sales practices across partner teams
7. Reporting & Review
- Provide regular updates on business performance, branch productivity, and sales funnel
- Analyze trends and take proactive actions to address gaps
- Participate in periodic reviews with internal and external stakeholders
Candidate Profile
Experience
- 28 years in Life Insurance / Bancassurance / BFSI Sales
- Strong experience in managing bank channel partnerships (preferably SIB, ESAF, Bandhan Bank, AU or similar institutions)
- Proven track record of achieving sales targets
Skills & Competencies
- Relationship management & stakeholder influencing
- Sales planning and execution
- Training & coaching capability
- Solid communication and negotiation skills
- Data-driven approach to sales management
Education
- Graduate
Other Requirements
- Familiarity with local geography and banking ecosystem in Kerala
- Willingness to travel extensively across assigned locations
What Success Looks Like in This Role
- Strong, trusted partnerships with bank stakeholders
- High branch activation and consistent productivity
- Well-trained and motivated bank frontline teams
Sustainable business growth with quality metrics intact
📌 Bancassurance Sales Manager (Kerala)
🏢 Kotak Life Insurance
📍 Kerala
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.