- Manage insurance business through banking partner branches and develop strong relationships with bank staff.
- Drive life insurance sales through branch referrals, customer meetings, lead generation and cross-selling.
- Identify customer needs and recommend suitable life insurance, investment and protection solutions.
- Train and motivate bank employees to generate quality insurance leads and improve conversion.
- Achieve monthly, quarterly and annual business targets for premium, policies and activation.
- Conduct branch visits, customer meetings, sales campaigns and business development activities.
- Monitor branch-wise performance, sales pipeline, lead conversion and business productivity.
- Maintain strong relationships with Branch Managers, Relationship Managers and other bank officials.
- Ensure proper documentation, compliance and adherence to IRDAI and company guidelines.
- Prepare daily/weekly/monthly sales reports and provide business updates to management.
Pay: ₹300,000.00 - ₹450,000.00 per year
Perks:
- Life insurance
- Provident Fund
Work Location: In person
📌 Relationship Officer (Thiruvananthapuram)
🏢 Star Union Dai-ichi Life Insurance
📍 Thiruvananthapuram
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