Role & responsibilities To drive credit life insurance business through assigned lending partners (banks/NBFCs/HFCs) by managing branch relationships, training partner staff, and generating business from loan customers while ensuring high quality and compliance.

Preferred candidate profile

1. Business Development & Sales

- Achieve monthly and annual credit life sales targets from assigned partner branches / regions.

- Drive penetration of credit life across various loan products (home, LAP, vehicle, personal, business loans) of the partner.

- Generate leads from loan files, conduct joint calls with branch/credit/sales teams and close sales with loan customers.

1. Partner Relationship Management

- Act as the single point of contact for partners cluster/branches for all credit life matters.

- Build and nurture solid relationships with branch managers, credit managers, sales managers, DSAs and other key stakeholders of the partner.

- Conduct regular branch visits, review meetings and joint business planning with partner teams to increase product uptake.

1. Training & Enablement





- Train partner branch staff, credit teams and DSAs on credit life concepts, product features, needbased selling, objection handling and process.

- Ensure new joiners in the partner branch network are inducted on credit life products and sales process.

- Drive activity such as customer meets, product campaigns and inbranch promotions (standees, posters, digital displays).

1. Process Management & Issuance Quality

- Ensure complete and accurate documentation, timely login and issuance of loggedin business in coordination with operations and underwriting.

- Work with partner ops/credit teams to minimize discrepancies, pendencies and policy cancellations.

- Track proposals through the lifecycle and ensure communication to partner branches and customers on status, requirements and issuance.

For more information Please call Adithya@(phone hidden) Gopakumar@(phone hidden) or Sreelakshmi@(phone hidden)

📌 RM Credit Life- Life Insurance -3.5 lacs (Kottayam)
🏢 Wego Consultants
📍 Kottayam