Key Responsibilities:

1. Sales Management:
- Achieve monthly, quarterly, and annual sales targets for life insurance products through the banca channel.

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

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

- Relationship Building:

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

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

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

- Customer Engagement:

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

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

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





- Market Intelligence:

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

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

- Keep abreast of changes in insurance regulations and market dynamics.

- Compliance & Reporting:

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

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

- Monitor documentation and policy issuance processes to ensure smooth transactions.

- Training & Development:

- Conduct regular product and sales training sessions for bank staff.

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

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

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