Description To maximize insurance business from assigned bank branches by developing robust bank partnerships, delivering customer-focused insurance solutions, and consistently achieving business targets.
Responsibilities
Drive life insurance sales through assigned bank branches.
Build and maintain solid relationships with Branch Managers, Relationship Managers, and other bank officials.
Generate leads from the bank's customer base and convert them into insurance sales.
Conduct customer meetings and provide suitable insurance solutions based on customer needs.
Support bank staff in identifying sales prospects and referral generation.
Organize branch activation activities, customer awareness programs, and sales campaigns.
Ensure excellent customer service throughout the sales and policy issuance process.
Achieve monthly, quarterly, and annual premium and policy targets.
Maintain business MIS and sales reports on a regular basis.
Ensure compliance with IRDAI regulations and company policies.