Key Responsibilities:

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Business Development & Sales

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Achieve the set business targets on a monthly and quarterly basis through assigned bank branches.

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Generate life insurance business by working closely with bank staff and customers.

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Conduct regular sales and activation drives at branches to increase insurance penetration.

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Relationship Management

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Build and maintain solid, long-term relationships with bank branch staff (Branch Managers, RMs, etc.).

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Act as a single point of contact between the bank and the insurance company.

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Resolve partner queries and ensure smooth operational processes.

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Training & Development

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Train and motivate bank staff on life insurance products, sales techniques,



and regulatory updates.

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Conduct refresher sessions and joint calls to improve productivity and conversions.

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Customer Service

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Ensure high levels of customer satisfaction and prompt servicing of policyholders.

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Handle customer queries and grievances in coordination with relevant teams.

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Compliance & Process Adherence

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Ensure all sales are conducted in line with IRDAI and company regulations.

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Maintain documentation and reports accurately and timely.

📌 RM - BFL - Lineups (Alwar)
🏢 Skywings Advisors
📍 Alwar