Job Role

- Bancassurance Manager

- Drive sales of life and health insurance products through assigned banking partner branches.

- Achieve monthly and annual sales targets within assigned bank branches.

- Build and maintain robust relationships with bank branch managers, key stakeholders, and bank staff.

- Generate leads from bank walk-in customers, employee referrals, and other branch-based opportunities.

- Convert qualified leads through joint sales calls with bank staff.

- Train and mentor bank employees on insurance products, sales techniques, and regulatory updates.

- Ensure all insurance sales activities comply with applicable regulatory requirements and company policies.

- Monitor branch performance and track key sales and business metrics.

- Prepare regular performance reports and provide updates to management.

- Identify opportunities to improve insurance business through the banking partnership.

Key Responsibilities

Sales & Target Achievement:

- Achieve assigned monthly and annual insurance sales targets.





- Promote suitable life and health insurance products to bank customers.

- Develop strategies to increase insurance business from assigned branches.

- Track sales performance and work on improving conversion rates.

Relationship Management

- Develop strong working relationships with bank branch managers and staff.

- Coordinate with key banking stakeholders to generate business opportunities.

- Maintain regular communication with banking partners.

- Support bank staff in identifying potential insurance customers.

Lead Generation & Conversion

- Generate leads through bank walk-in customers and employee referrals.

- Identify customer requirements and recommend suitable insurance products.

- Conduct joint sales calls with bank staff.

- Follow up with prospective customers and convert leads into successful sales.

- Maintain accurate records of leads, follow-ups, and conversions.

📌 Bancassurance Manager, Delhi
🏢 JobTrade
📍 Delhi