- Build strong working relationships with bank branch teams (across 4–5 branches) to drive insurance sales.
- Promote life insurance products to bank customers through joint field calls and customer meetings.
- Support business growth through new customer acquisition and upselling to existing clients.
- Ensure excellent service delivery and assist in customer retention and problem resolution.
- Collaborate with bank staff to conduct training and product knowledge sessions.
- Track sales performance, generate reports, and share insights with your manager regularly.
- Ensure adherence to company processes and regulatory guidelines in all business practices.
- Interact with High Net-Worth Individuals (HNIs) and provide them with tailored financial solutions.
- Maintain high satisfaction levels among bank partners and customers.
- Achieve sales targets for life insurance by engaging with prospective customers.
- Understand customer needs and offer suitable life insurance products, including cross-selling and upselling.
- Build and maintain robust relationships with clients to ensure timely renewals and customer satisfaction.
- Utilize provided leads effectively on a daily basis to maximize business opportunities.
- Maintain accurate customer data and update systems regularly.
- Drive performance through weekly goal sheet achievements and participation in sales contests.
- Ensure high standards in product mix, policy persistency, and lead conversion rates.
- Operate efficiently with a focus on cost-effectiveness and quality business.