CSM Bancassurance (Team Handling) in the life insurance sector acts as a vital link between the insurance company and its banking partners. They are responsible for driving insurance sales through bank branches by managing a team of frontline sales staff, such as Relationship Managers (RMs) or Bancassurance Officers Key Responsibilities (): Team Management &

- Development: Lead, train, and motivate a team of frontline sales personnel to achieve monthly and annual sales targets.

Relationship Management: Develop and maintain solid relationships with bank branch managers and staff to ensure high-quality lead generation and sales conversion.

Sales

Strategy &

- Execution: Implement sales strategies and drive cross-selling of life insurance products to the bank's existing customer base.





Performance Monitoring: Monitor sales performance, conduct regular meetings, and provide performance feedback to the team to ensure targets are met. Training &

- Capability Building: Organize product training sessions for bank staff to increase their insurance product knowledge and sales efficiency.

Customer Service: Ensure a high standard of customer service to maintain the reputation of both the bank and the insurance company. Compliance &

- Hygiene: Maintain strict compliance with regulatory guidelines and ensure high personal and business hygiene standards

📌 CSM - Banca (Belagavi)
🏢 Skywings Advisors
📍 Belagavi