Key Responsibilities:

1. Business Development & Sales
- Achieve the set business targets on a monthly and quarterly basis through assigned bank branches.

- Generate life insurance business by working closely with bank staff and customers.

- Conduct regular sales and activation drives at branches to increase insurance penetration.

- Relationship Management

- Build and maintain solid, long-term relationships with bank branch staff (Branch Managers, RMs, etc.).

- Act as a single point of contact between the bank and the insurance company.

- Resolve partner queries and ensure smooth operational processes.

- Training & Development

- Train and motivate bank staff on life insurance products, sales techniques, and regulatory updates.

- Conduct refresher sessions and joint calls to improve productivity and conversions.

- Customer Service

- Ensure high levels of customer satisfaction and prompt servicing of policyholders.

- Handle customer queries and grievances in coordination with relevant teams.

- Compliance & Process Adherence

- Ensure all sales are conducted in line with IRDAI and company regulations.

- Maintain documentation and reports accurately and timely.

📌 RM - BFL - Lineups (Alwar)
🏢 Skywings Advisors
📍 Alwar