Role & responsibilities
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.