Hiring for Banca Channel

CTC - 3.50 to 4LPA

Designation - RM

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 solid 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.

- Key Performance Indicators (KPIs)

Sales Targets (Premium & Policies)

Activation of Bank Branches

Lead Conversion Ratio

Persistency Rate

Branch Staff Engagement Score

Qualifications and Experience

Graduate in any discipline (MBA/PG preferred)

1-6 years of sales experience, preferably in life insurance or banking

Experience in bancassurance is a plus

Skills Required

Strong communication and interpersonal skills

Sales and negotiation abilities

Customer-centric approach

Ability to work under pressure and meet targets

Good knowledge of insurance products and market trends.

Interested Candidates can send their resume on [email protected] or (phone hidden)

📌 Hiring for Relationship Manager for Banca Channel (Jaipur)
🏢 Skywings Advisors
📍 Jaipur