To drive insurance business through bank branches by building strong relationships with bank staff and customers, generating leads, and achieving assigned sales targets.
Key Responsibilities
- Generate insurance leads through assigned bank branches.
- Build and maintain solid relationships with Branch Managers, Relationship Managers and bank staff.
- Conduct customer meetings and understand their insurance requirements.
- Recommend suitable Life/General Insurance products based on customer needs.
- Achieve monthly sales and premium targets.
- Follow up on leads and convert them into successful policies.
- Conduct product presentations and customer awareness activities.
- Maintain regular coordination with bank employees for lead generation and business development.
- Ensure proper documentation and adherence to company and regulatory guidelines.
- Maintain accurate sales reports and daily activity updates.
- Ensure high customer satisfaction and support post-sales service when required.
Candidate Profile
- Graduate in any discipline.
- 1–4 years of experience in Bancassurance, Life Insurance, General Insurance, Banking Sales or BFSI sales.
- Candidates with experience in branch banking or insurance sales will be preferred.
- Strong communication and relationship-building skills.
- Target-oriented and comfortable with field/customer interaction.
- Good knowledge of local market and customer base.
📌 Bancassurance Manager (Bhopal)
🏢 Pnb Metlife India Insurance Company
📍 Bhopal
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