Key Responsibilities

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Sales & Business Development

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Achieve assigned sales targets for life insurance through the bank's branch channels.

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Generate leads from bank staff and convert them into successful sales.

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Cross-sell and up-sell life insurance products to existing bank customers.

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Relationship Management

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Maintain strong relationships with branch managers, operations staff, and other bank employees.

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Conduct regular training and engagement activities to motivate bank staff for insurance referrals.

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

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Customer Service

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Provide end-to-end support to customers — from explaining product features to policy issuance and after-sales service.

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Ensure timely resolution of customer queries and complaints.

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Compliance & Process

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Adhere to all regulatory and company guidelines.

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Maintain proper documentation and ensure KYC compliance.

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Submit daily and weekly reports on sales activities and achievements.

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Training & Development

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Conduct product and process training sessions for bank employees.

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Keep updated on current product launches, features, and market trends.

📌 Credit life (Delhi)
🏢 Skywings Advisors
📍 Delhi