Key Responsibilities

A. Sales & Business Development
Achieve monthly, quarterly, and annual life insurance sales targets through assigned bank branches.
Drive lead generation, pitch life insurance solutions, and close sales in coordination with bank staff.
Ensure high conversion ratios for walk-in customers, branch leads, and referrals.
Upsell and cross-sell suitable life insurance products based on customer needs (protection, savings, ULIP, pension, health riders, etc.).

B. Bank Relationship Management
Build and maintain robust relationships with Branch Managers and key bank personnel.
Conduct regular branch visits to support business momentum and visibility.
Participate in joint field work with bank staff for customer meetings & presentations.
Drive engagement activities like customer days, insurance awareness drives, and campaigns.

C.



Training & Enablement
Train bank employees on life insurance products, sales processes, IRDAI guidelines, and objection handling.
Develop product awareness and drive activation of bank staff to generate leads.
Ensure compliance with sales quality standards and documentation.

D. Customer Experience & Compliance
Conduct financial needs analysis and provide suitable insurance solutions.
Ensure accurate proposal form filling, documentation, and adherence to underwriting norms.
Maintain zero tolerance for mis-selling and follow all IRDAI regulations.
Handle post-sales support, grievance resolution, and ensure persistency targets.

📌 Lineups Bajaj Li Banca Bandhan Bank Jaipur
🏢 Skywings Advisors
📍 Jaipur