Lineup-Bajaj LI- Banca- Yes Bank (Rajasthan)

Lineup-Bajaj LI- Banca- Yes Bank (Rajasthan)

08 Sep
|
Skywings Advisors
|
Rajasthan

08 Sep

Skywings Advisors

Rajasthan

Key Responsibilities

Achieve assigned sales targets through effective relationship management with bank partners.

Generate business from the bank's existing customer base and walk-in clients.

Cross-sell and up-sell life insurance products as per customer needs.

2. Relationship Management

Develop and maintain robust working relationships with branch managers, cluster heads, and other bank staff.

Ensure high levels of engagement with bank partners through regular branch visits and joint calls.

3. Training & Development

Conduct regular product and process training sessions for bank staff.

Drive motivation and awareness about life insurance within the partner network.

4. Compliance & Process Adherence

Ensure all sales are compliant with regulatory and company guidelines.

Maintain accurate documentation and timely submission of all required reports.

📌 Lineup-Bajaj LI- Banca- Yes Bank (Rajasthan)
🏢 Skywings Advisors
📍 Rajasthan

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