- Build strong rapport with branch staff to generate life insurance leads.
- Collaborate closely with bank personnel to ensure smooth product promotion and customer conversion.
Sales Target Achievement
- Drive sales of life insurance products through bank branches to meet monthly, quarterly, and annual targets.
- Maintain high productivity and strong conversion ratios from generated leads.
Customer Engagement
- Identify customer needs and recommend suitable insurance products.
- Deliver explicit and compliant product presentations and policy explanations.
Compliance & Process Adherence
- Ensure all sales activities comply with regulatory and organizational guidelines.
- Maintain complete and accurate records of leads, closures, and customer communications.
MIS & Reporting
- Update sales dashboards, lead trackers, and performance reports for review and analysis.
- Ensure timely and accurate reporting to sales leadership.
TA will be provided.
📌 Relationship Manager - Bancassurance Kerala (Alappuzha)
🏢 Shriram Life Insurance
📍 Alappuzha
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