To drive insurance sales through banca channel partnerships (banks) by developing and maintaining strong relationships with branch staff, ensuring effective product placement, and achieving sales targets.
Key Responsibilities:
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Build and maintain strong working relationships with bank branch staff to generate insurance business.
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Achieve monthly, quarterly, and annual sales targets through bancassurance channel.
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Educate, train, and motivate bank branch employees on insurance products and sales processes.
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Ensure smooth onboarding of new customers by handling documentation, policy issuance, and service queries.
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Identify potential customers from the bank’s database and generate leads for insurance products.
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Provide regular updates to the bank staff on new products, schemes, and promotions.
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Maintain compliance with all regulatory and company guidelines while executing sales.
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Conduct customer meetings,
explain product benefits, and assist in policy issuance.
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Track business performance and prepare MIS reports for management review.
Key Skills & Competencies:
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Strong relationship-building and networking skills.
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Good communication and presentation skills.
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Customer-focused with problem-solving ability.
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Ability to work under pressure and achieve targets.
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Knowledge of insurance products and banking operations (preferred).
Requirements
Qualifications & Experience:
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Graduate / Postgraduate in any discipline (MBA preferred).
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6 MONTHS –3 years of experience in sales, banking, or insurance. Freshers with robust sales aptitude may also apply.
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Prior experience in banca sales/financial services will be an added advantage.