Key Responsibilities:

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Sales Management:

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Achieve monthly, quarterly, and annual sales targets for life insurance products through the banca channel.

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Drive cross-selling of life insurance policies via bank branches and banking relationship managers.

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Develop and execute strategic sales plans to increase product penetration and revenue generation.

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Relationship Building:

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Build and maintain strong relationships with bank partners (branch managers, relationship managers, etc.).

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Conduct regular training and product updates for the bank's staff to ensure alignment with the company's objectives and offerings.

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Serve as the primary point of contact for the bank's internal stakeholders.

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Customer Engagement:

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Assist bank staff in identifying sales opportunities for life insurance products during customer interactions.

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Understand customer needs, offer tailored solutions, and resolve any queries regarding policy features and perks.

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Ensure high levels of customer satisfaction, resolving complaints and issues in a timely manner.





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Market Intelligence:

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Monitor market trends, competitor offerings, and emerging opportunities in the banca channel.

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Provide feedback on product performance and suggest improvements based on market insights.

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Keep abreast of changes in insurance regulations and market dynamics.

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Compliance & Reporting:

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Ensure compliance with regulatory requirements related to the sale of insurance products.

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Submit timely reports on sales performance, pipeline updates, and market feedback.

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Monitor documentation and policy issuance processes to ensure smooth transactions.

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Training & Development:

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Conduct regular product and sales training sessions for bank staff.

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Educate the bank's team on policy features, selling techniques, and customer engagement strategies.

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Ensure the bank's team has up-to-date knowledge about new insurance products and services.

📌 RO - Banca- KAGB Bank (Doddaballapur)
🏢 Skywings Advisors
📍 Doddaballapur