Roles & Responsibilities
Manage health insurance business across a cluster of bank branches and drive achievement of sales and revenue targets.
Build solid relationships with Branch Managers, Relationship Managers, and bank sales teams to generate business.
Drive bancassurance sales, lead conversion, cross-selling, and customer acquisition through branch channels.
Monitor branch-wise performance, productivity, conversion ratios, and target achievement.
Conduct regular branch visits, sales reviews, product training, and joint customer meetings.
Ensure effective lead management, pipeline tracking, and timely follow-up.
Coordinate with underwriting, operations, and claims teams to resolve customer and policy-related issues.
Ensure adherence to SLA, compliance, SOPs, and IRDAI guidelines.
Prepare MIS and performance reports and implement action plans to improve cluster productivity.
Candidate must have 4 to 8 years insurance banca experience with 1 year of team handling experience.