Business Development & Sales

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Identify, onboard, and manage relationships with lending institutions (banks, NBFCs, MFIs, fintechs) for Credit Life business.

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Achieve assigned sales and revenue targets for the Credit Life channel.

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Develop and implement strategies to maximize penetration of Credit Life insurance across partner portfolios.

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Monitor and analyze partner performance and drive initiatives to improve business outcomes.

2. Partner Relationship Management

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Act as the primary point of contact for channel partners.

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Conduct periodic business reviews and jointly plan sales and operational strategies.

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Collaborate with partners to integrate Credit Life offerings into their lending processes and systems.

3. Operations & Process Management

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Coordinate with underwriting, operations, claims, and technology teams to ensure smooth policy issuance and servicing.

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Ensure timely resolution of partner and customer queries.

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Monitor persistency and claims ratios, ensuring compliance with company and regulatory standards.

4. Compliance & Governance

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Ensure all sales and operational activities adhere to IRDAI and internal compliance guidelines.

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Maintain proper documentation, audit trails, and partner agreements.

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Train partner staff on product features, regulatory requirements, and sales processes.

5. Product & Market Intelligence

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Work with the product and actuarial teams to develop tailored Credit Life products for different partner segments.

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Stay updated on competitor offerings, industry trends, and regulatory developments.

📌 RO - GCL or Credit life - Canara Bank_Lineups (Udupi)
🏢 Skywings Advisors
📍 Udupi