Role & responsibilities
- Build and maintain strong relationships with assigned bank branches and branch staff.
- Drive life insurance business through the Bancassurance channel.
- Generate leads from branch walk-in customers and existing banking clients.
- Conduct joint customer meetings along with bank relationship managers.
- Understand customers' financial goals and recommend suitable life insurance solutions.
- Achieve monthly, quarterly, and annual business targets.
- Organize branch activation programs, customer awareness sessions, and sales campaigns.
- Ensure timely issuance of policies by coordinating with internal teams.
- Maintain high standards of compliance and documentation.
- Provide regular updates and sales reports to the reporting manager.
- Deliver excellent customer service throughout the sales process and post-sales support.
Preferred candidate profile
- Strong communication and presentation skills.
- Relationship-building and stakeholder management.
- Customer-centric approach.
- Sales and negotiation skills.
- Financial planning and advisory mindset.
- Ability to work under targets.
- Self-motivated and result-oriented.
- Positive knowledge of MS Office and digital tools.