Role & responsibilities

- Insurance Business Generation: Drive the sales and penetration of Life Insurance, Health Insurance, and General Insurance products to existing and recent-to-bank (NTB) customers.

- Lead Conversion & Cross-Selling: Leverage leads generated from branch walkthroughs, walk-in customers, and active banking accounts (CASA) to pitch suitable insurance solutions.

- Relationship Management: Build and manage relationships with High-Net-Worth Individuals (HNIs) and premium branch clients to capture a higher share of their financial wallets.

- Joint Branch Coordination: Collaborate closely with the branch staff (Tellers, Operations Executives, and Personal Bankers) to filter and pitch products to the existing bank walk-in base.

- Target Achievement: Consistently meet or exceed monthly and quarterly insurance premium and activation sales targets.

- Compliance & Documentation: Ensure accurate filling of proposal forms, correct customer profiling, and strict adherence to IRDAI (Insurance Regulatory and Development Authority of India) guidelines.

📌 Insurance Sales Officer - NISM (Coimbatore)
🏢 Genius Consultants
📍 Coimbatore