To drive insurance sales through banca channel partnerships (banks) by developing and maintaining strong relationships with branch staff, ensuring effective product placement, and achieving sales targets.
Key Responsibilities:
- Build and maintain strong working relationships with bank branch staff to generate insurance business.
- Achieve monthly, quarterly, and annual sales targets through bancassurance channel.
- Educate, train, and motivate bank branch employees on insurance products and sales processes.
- Ensure smooth onboarding of new customers by handling documentation, policy issuance, and service queries.
- Identify potential customers from the bankâs database and generate leads for insurance products.
- Provide regular updates to the bank staff on new products, schemes, and promotions.
- Maintain compliance with all regulatory and company guidelines while executing sales.
- Conduct customer meetings,
explain product benefits, and assist in policy issuance.
- Track business performance and prepare MIS reports for management review.
Key Skills & Competencies:
- Strong relationship-building and networking skills.
- Good communication and presentation skills.
- Customer-focused with problem-solving ability.
- Ability to work under pressure and achieve targets.
- Knowledge of insurance products and banking operations (preferred).
Requirements
Qualifications & Experience:
- Graduate / Postgraduate in any discipline (MBA preferred).
- 6 MONTHS â3 years of experience in sales, banking, or insurance. Freshers with solid sales aptitude may also apply.
- Prior experience in banca sales/financial services will be an added advantage.