Job Purpose:

To drive insurance sales through banca channel partnerships (banks) by developing and maintaining strong relationships with branch staff, ensuring effective product placement, and achieving sales targets.

Key Responsibilities:

- Build and maintain solid working relationships with bank branch staff to generate insurance business.

- Achieve monthly, quarterly, and annual sales targets through bancassurance channel.

- Educate, train, and motivate bank branch employees on insurance products and sales processes.

- Ensure smooth onboarding of new customers by handling documentation, policy issuance, and service queries.

- Identify potential customers from the bank’s database and generate leads for insurance products.

- Provide regular updates to the bank staff on new products, schemes, and promotions.

- Maintain compliance with all regulatory and company guidelines while executing sales.

- Conduct customer meetings,



explain product perks, and assist in policy issuance.

- Track business performance and prepare MIS reports for management review.

Key Skills & Competencies:

- Strong relationship-building and networking skills.

- Good communication and presentation skills.

- Customer-focused with problem-solving ability.

- Ability to work under pressure and achieve targets.

- Knowledge of insurance products and banking operations (preferred).

Requirements

Qualifications & Experience:

- Graduate / Postgraduate in any discipline (MBA preferred).

- 6 MONTHS –3 years of experience in sales, banking, or insurance. Freshers with strong sales aptitude may also apply.

- Prior experience in banca sales/financial services will be an added advantage.

📌 Relationship Associate/ASM -SIB -Kerala (Kochi)
🏢 Ontrack HR services
📍 Kochi