Key Responsibilities

A. Sales & Business Development

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Achieve monthly, quarterly, and annual life insurance sales targets through assigned bank branches.

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Drive lead generation, pitch life insurance solutions, and close sales in coordination with bank staff.

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Ensure high conversion ratios for walk-in customers, branch leads, and referrals.

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Upsell and cross-sell suitable life insurance products based on customer needs (protection, savings, ULIP, pension, health riders, etc.).

B. Bank Relationship Management

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Build and maintain solid relationships with Branch Managers and key bank personnel.

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Conduct regular branch visits to support business momentum and visibility.

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Participate in joint field work with bank staff for customer meetings & presentations.

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Drive engagement activities like customer days, insurance awareness drives, and campaigns.

C.



Training & Enablement

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Train bank employees on life insurance products, sales processes, IRDAI guidelines, and objection handling.

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Develop product awareness and drive activation of bank staff to generate leads.

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Ensure compliance with sales quality standards and documentation.

D. Customer Experience & Compliance

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Conduct financial needs analysis and provide suitable insurance solutions.

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Ensure accurate proposal form filling, documentation, and adherence to underwriting norms.

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Maintain zero tolerance for mis-selling and follow all IRDAI regulations.

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Handle post-sales support, grievance resolution, and ensure persistency targets.

📌 Lineups-Bajaj LI-Banca-Bandhan Bank (Jaipur)
🏢 Skywings Advisors
📍 Jaipur