To drive insurance business through bank branches by building solid 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 robust 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.
Valuable knowledge of local market and customer base.
📌 Bancassurance Manager Patna (India)
🏢 ICICI PRUDENTIAL LIFE INSURANCE
📍 India
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