Dear Candidate,

We are hiring for the Banca Sales Manager role for Pune (Pimpri Chinchwad) location,

Below is the JD for the same:

Sales Responsibilities

- Drive sales through the Bancassurance channel across assigned bank branches.
- Achieve predefined business targets by generating a minimum of 3 customer calls per day from designated branches.
- Engage with bank customers for insurance cross-selling opportunities generated through leads.
- Collaborate with Branch Managers to develop and execute business implementation plans.
- Meet customers both within and outside branch premises to identify opportunities and implement short-term and long-term sales strategies.
- Generate referrals and prepare insurance proposals for bank customers.
- Take ownership of the assigned cluster/region/zone, manage lead conversion, and identify new business opportunities within the territory.




- Close sales effectively and ensure timely follow-up on policy issuance to maintain the desired persistency ratio.

Relationship Management Responsibilities

- Build and maintain robust relationships with Branch Managers and bank employees.
- Organize and participate in customer and employee engagement activities initiated at both central and local levels.
- Support worksite marketing activities, including setting up stalls and delivering presentations at corporate locations.
- Ensure consistent customer engagement through regular touchpoints to provide quality service and portfolio management.
- Submit proposal forms digitally or through GCLI branches and ensure smooth policy issuance processes.

Regards,

Generali Central HR Team

📌 BAPD (Sales Manager) - Pune
🏢 Generali Central Life Insurance
📍 Pune