A Banca Team Handling role in life insurance involves leading a team of relationship managers or sales officers to drive insurance product sales through partner bank branches. Key responsibilities include managing relationship with bank staff, driving sales targets, training staff on products, and handling customer queries to ensure high productivity.

Core Responsibilities (Job Description Highlights):
- Team Management: Leading a team of Relationship Managers/Financial Service Managers to meet and exceed monthly/annual sales targets.
- Partner Engagement: Developing and maintaining robust relationships with bank branch staff to facilitate smooth sales operations and support.
- Sales Generation: Driving the sales of life insurance products to bank customers, conducting joint sales calls, and providing need-based financial planning.
- Training & Capability Building:



Conducting regular product training sessions and workshops for bank staff to enhance their knowledge.
- Monitoring & Compliance: Monitoring sales performance metrics, analyzing trends, and ensuring all sales comply with regulatory guidelines.

Key Qualifications & Skills:
- Experience: Generally requires 3–8 years of experience in life insurance sales, with at least 1-2 years in a team handling capacity, preferably in the Bancassurance channel.
- Education: Bachelor’s degree in Business, Marketing, or a related field.
- Skills: Strong leadership, relationship management, sales persuasion, and communication skills.

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Key Performance Indicators (KPIs):
- Total Weighted Received Premium (TWRP)
- Branch Activation Rate
- Number of Cases Logged
- Persistency Ratio (keeping policies active)

📌 team handling- Banca- Trivandrum- 13 lpa (Fort)
🏢 Skywings Advisors
📍 Fort