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 prospects 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 recent 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