- Manage and develop relationships with bank branches and bank staff to generate life insurance business.
- Achieve monthly, quarterly, and annual sales targets through the bancassurance channel.
- Generate leads from the banks existing customer base and convert them into life insurance customers.
- Coordinate with Branch Managers, Relationship Managers, and other bank officials for business generation.
- Conduct customer meetings to understand financial needs and recommend suitable life insurance products.
- Drive sales of protection, savings, investment, retirement, and child-focused insurance plans.
- Train and motivate bank staff on insurance products, sales processes, and promotional campaigns.
- Maintain regular branch visits and ensure maximum lead generation and conversion.
- Track sales performance, pipeline, renewals, and customer relationships.
- Ensure compliance with company and IRDAI guidelines and maintain proper documentation.
- Provide after-sales service and support to customers for policy-related requirements.
Preferred candidate profile
Bancassurance | Life Insurance Sales | Branch Banking | Lead Generation | Customer Acquisition | Relationship Management | Cross-Selling | Business Development | Sales Target | Bank Coordination | Insurance Products | Customer Relationship | Branch Activation | Team Handling | Renewals | IRDAI Compliance.