Key Responsibilities:

1. Sales & Business Growth

- Drive Credit Life Insurance product sales across assigned partners and geographies.

- Achieve targets for new business premium, case count, and partner penetration.

- Identify recent partnership opportunities and grow existing relationships.

2. Partner Relationship Management

- Develop and maintain strong working relationships with partner institutions (credit originators).

- Work closely with partner's sales and credit teams to integrate insurance into the loan process.

- Act as a single point of contact for operational and product queries from partners.

3. Training & Activation

- Conduct regular product training and refresher sessions for partner staff (loan officers, branch managers).

- Assist partners in integrating life insurance sales within their loan disbursement process.

- Drive activation and productivity at the branch and sales officer level.

4. Operations & Process Management

- Ensure timely login and issuance of policies.

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

- Monitor documentation and compliance with internal and regulatory norms.

5. Reporting & MIS





- Prepare and maintain accurate sales reports, daily activity logs, and branch-level productivity data.

- Share periodic performance dashboards with internal and external stakeholders.

Key Performance Indicators (KPIs):

- Monthly/Quarterly New Business Premium (NBP)

- Number of active partner branches/accounts

- Activation and productivity ratios (per branch/partner)

- Persistency and claims TAT

- Compliance and audit scores

Qualifications:

- Graduate or Postgraduate in Business Administration, Finance, or related field.

- IRDAI Life Insurance License (preferred or required, depending on role).

- 1-2 years of experience in life insurance sales, preferably in Bancassurance or Credit Life segment.

Desired Skills & Competencies:

- Strong understanding of credit-linked insurance products.

- Ability to manage and influence external partners.

- Excellent communication, negotiation, and interpersonal skills.

- Sales-driven mindset with the ability to work independently.

- Proficient in MS Excel, PowerPoint, and CRM systems.

📌 GCL HSBC Bank (Bengaluru)
🏢 Skywings Advisors
📍 Bengaluru