Key Responsibilities

- Source life insurance business through partner bank branches.

- Build and maintain solid relationships with bank branch managers, relationship officers, and staff.

- Identify prospective customers from the bank's customer base and generate leads.

- Conduct joint customer meetings and provide suitable life insurance solutions based on customer needs.

- Achieve monthly, quarterly, and annual sales targets (premium, policies, and revenue).

- Support bank staff with product training, sales pitches, and objection handling.

- Ensure timely and accurate completion of proposal forms, documentation, and policy issuance.

- Coordinate with underwriting, operations, and service teams for smooth policy processing.

- Ensure adherence to IRDAI guidelines, company policies,



and compliance norms.

- Handle customer queries, follow-ups, and post-sales service support.

- Participate in sales campaigns, product launches, and promotional activities.

Key Skills & Competencies

- Strong communication and interpersonal skills.

- Customer-centric approach with consultative selling skills.

- Ability to build and sustain long-term relationships.

- Target-driven mindset with negotiation and persuasion skills.

- Basic understanding of financial products and life insurance.

- Problem-solving ability and attention to detail.

📌 Banca - Cuttack
🏢 Skywings Advisors
📍 Cuttack