Key Responsibilities:

- Sales & Business Development
- Drive sales of life insurance products through the bank's branches.

- Meet and exceed sales targets through lead generation and conversion.

- Identify and tap potential customers of the bank for insurance needs.

- Relationship Management

- Build and maintain strong relationships with the branch staff and key bank personnel.

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

- Act as a single point of contact for all life insurance-related activities in the branch.

- Customer Service

- Understand customer needs and recommend suitable life insurance products.

- Ensure smooth onboarding and documentation for customers.

- Handle post-sale services and assist with claims, if needed.

- Reporting & Compliance

- Maintain accurate MIS and daily reports for sales performance.





- Ensure compliance with all regulatory guidelines and internal company policies.

- Conduct regular reviews and audits of branch performance.

Key Skills & Competencies:

- Solid interpersonal and relationship-building skills

- Excellent sales and negotiation ability

- Good understanding of life insurance products

- Ability to work under pressure and achieve targets

- Customer-focused attitude with problem-solving skills

- Knowledge of banking operations and customer handling is a plus

Qualifications:

- Graduate in any discipline (MBA preferred)

- 1–5 years of experience in sales (preferably in Life Insurance / Financial Services / Banking)

- Prior experience in Bancassurance will be an added advantage

📌 CSB Bank - Banca channel (India)
🏢 Skywings Advisors
📍 India