Key Responsibilities:
Business Development & Sales
Achieve the set business targets on a monthly and quarterly basis through assigned bank branches.
Generate life insurance business by working closely with bank staff and customers.
Conduct regular sales and activation drives at branches to increase insurance penetration.
Relationship Management
Build and maintain solid, long-term relationships with bank branch staff (Branch Managers, RMs, etc.).
Act as a single point of contact between the bank and the insurance company.
Resolve partner queries and ensure smooth operational processes.
Training & Development
Train and motivate bank staff on life insurance products, sales techniques, and regulatory updates.
Conduct refresher sessions and joint calls to improve productivity and conversions.
Customer Service
Ensure high levels of customer satisfaction and prompt servicing of policyholders.
Handle customer queries and grievances in coordination with relevant teams.
Compliance & Process Adherence
Ensure all sales are conducted in line with IRDAI and company regulations.
Maintain documentation and reports accurately and timely.

📌 Rm Bfl Lineups Alwar
🏢 Skywings Advisors
📍 Alwar