Key Responsibilities

1. Sales & Business Development
- Achieve assigned sales targets for life insurance through the bank's branch channels.

- Generate leads from bank staff and convert them into successful sales.

- Cross-sell and up-sell life insurance products to existing bank customers.

- Relationship Management

- Maintain strong relationships with branch managers, operations staff, and other bank employees.

- Conduct regular training and engagement activities to motivate bank staff for insurance referrals.

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

- Customer Service

- Provide end-to-end support to customers — from explaining product features to policy issuance and after-sales service.

- Ensure timely resolution of customer queries and complaints.

- Compliance & Process

- Adhere to all regulatory and company guidelines.

- Maintain proper documentation and ensure KYC compliance.

- Submit daily and weekly reports on sales activities and achievements.

- Training & Development

- Conduct product and process training sessions for bank employees.

- Keep updated on current product launches, features, and market trends.

📌 Line ups-Banca- AU small finance Bank (Surat)
🏢 Skywings Advisors
📍 Surat