1. Sales Execution & Business Development

- Analyze customer segmentation, sales trends, demographic profiles, geographical spread, and customer behavior to identify business opportunities and maximize insurance penetration.
- Drive branch-level business growth through effective implementation of sales strategies and achievement of business targets.
- Conduct regular training and knowledge sessions for banking partner staff on insurance products, sales processes, regulatory guidelines, and compliance requirements.
- Plan and execute branch activation initiatives, sales campaigns, and Reward & Recognition (R&R;) programs to enhance partner engagement and productivity.
- Monitor branch performance and implement corrective action plans to improve business generation and branch activation.

2. Relationship Management

- Build and maintain strong relationships with branch managers, relationship managers, and key stakeholders within partner banks to drive sustainable business growth.
- Design and execute sales campaigns, contests, and incentive programs to increase product penetration and revenue generation across assigned branches.
- Support banking partners in customer meetings, product presentations, and sales discussions to improve conversion rates and achieve business objectives.
- Identify cross-selling and up-selling opportunities within the bank’s customer base and drive premium growth through targeted initiatives.
- Ensure high levels of partner engagement and satisfaction through regular reviews, feedback sessions, and performance discussions.

3. New Partner Acquisition & Business Expansion





- Conduct market research and gather intelligence on prospective banking partners to evaluate business potential, customer profile, profitability, and strategic fit.
- Analyze partner portfolios and customer demographics to recommend suitable insurance solutions from the Bajaj General Insurance product portfolio.
- Coordinate with the Vertical Head and other stakeholders to present value propositions and establish new bancassurance partnerships.
- Support onboarding, activation, and early-stage relationship management of newly acquired banking partners to ensure successful business launch and growth.
- Identify opportunities for expanding business within existing and recent banking relationships.

4. Service Excellence & Operational Support

- Collaborate with Operations, Underwriting, Claims, and other cross-functional teams to ensure seamless policy issuance, servicing, and customer support.
- Facilitate collection and submission of customer documentation required for policy issuance and servicing activities.
- Resolve operational and service-related issues faced by banking partners to ensure a smooth and efficient working experience.
- Support policy servicing requirements including endorsements, cancellations, renewals, and other service requests while ensuring adherence to defined turnaround times.
- Assist banking partners in claim registration and coordinate with internal teams for timely processing and resolution of claims.
- Ensure superior service delivery and customer experience by maintaining high standards of responsiveness, accuracy, and partner support.

📌 Sales Manager Bancassurance (Chandigarh)
🏢 Bajaj General Insurance
📍 Chandigarh