Role & responsibilities

J

Role Purpose

Drive life insurance sales through a large private sector bank by managing branch relationships, enabling frontline teams, and delivering business targets across the assigned geography.

Key Responsibilities

- Drive life insurance business through the assigned private bank channel and achieve sales targets.
- Build and strengthen relationships with Cluster Heads, Branch Managers, and key bank stakeholders.
- Coach, train, and motivate bank staff to improve insurance sales productivity and customer engagement.
- Ensure regular joint sales calls, lead generation, and pipeline management.
- Monitor business performance, identify growth opportunities, and implement action plans to improve productivity.
- Ensure adherence to regulatory, compliance, and operational guidelines.
- Analyze MIS, track KPIs,



and provide regular business reviews to internal and bank leadership.

Preferred candidate profile

Eligibility

- MBA - Premium Institute only
- 5-8 years of sales experience, with at least 23 years in team management
- Proven experience in managing partnerships with large private sector banks.
- Robust relationship management, sales coaching, negotiation, and analytical skills.
- Willingness to travel extensively within the assigned territory.

Key Success Metrics

- Premium and revenue achievement.
- Branch activation and productivity.
- Advisor/banker engagement and training effectiveness.
- Cross-sell penetration and customer acquisition.
- Partner satisfaction and compliance adherence.

📌 Area Manager (Bengaluru)
🏢 bwise solutions
📍 Bengaluru