Business Development & Sales

- Identify, onboard, and manage relationships with lending institutions (banks, NBFCs, MFIs, fintechs) for Credit Life business.

- Achieve assigned sales and revenue targets for the Credit Life channel.

- Develop and implement strategies to maximize penetration of Credit Life insurance across partner portfolios.

- Monitor and analyze partner performance and drive initiatives to improve business outcomes.

2. Partner Relationship Management

- Act as the primary point of contact for channel partners.

- Conduct periodic business reviews and jointly plan sales and operational strategies.

- Collaborate with partners to integrate Credit Life offerings into their lending processes and systems.

3. Operations & Process Management

- Coordinate with underwriting, operations, claims, and technology teams to ensure smooth policy issuance and servicing.





- Ensure timely resolution of partner and customer queries.

- Monitor persistency and claims ratios, ensuring compliance with company and regulatory standards.

4. Compliance & Governance

- Ensure all sales and operational activities adhere to IRDAI and internal compliance guidelines.

- Maintain proper documentation, audit trails, and partner agreements.

- Train partner staff on product features, regulatory requirements, and sales processes.

5. Product & Market Intelligence

- Work with the product and actuarial teams to develop tailored Credit Life products for different partner segments.

- Stay updated on competitor offerings, industry trends, and regulatory developments.

📌 RO - GCL or Credit life - Canara Bank_Lineups (Udupi)
🏢 Skywings Advisors
📍 Udupi