Key Responsibilities

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Source life insurance business through partner bank branches.

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

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

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

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

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

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

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

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Ensure adherence to IRDAI guidelines, company policies,



and compliance norms.

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

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

Key Skills & Competencies

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Solid communication and interpersonal skills.

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Customer-centric approach with consultative selling skills.

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Ability to build and sustain long-term relationships.

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Target-driven mindset with negotiation and persuasion skills.

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Basic understanding of financial products and life insurance.

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Problem-solving ability and attention to detail.

📌 Banca - Cuttack
🏢 Skywings Advisors
📍 Cuttack