(JD) Sales Intern (Bancassurance)

Position: Sales Intern - Bancassurance

Location: Branch-Based

Department: Sales / Bancassurance

Reporting To: Business Development Manager

Job Summary The Sales Intern will support Bancassurance sales activities by assisting in customer engagement, lead generation, and insurance sales promotion through partner bank branches. The role provides practical exposure to insurance products, customer relationship management, and financial services sales.

Key Responsibilities

- Assist branch teams in promoting life insurance products to bank customers.
- Identify and generate sales leads from walk-in and existing bank customers.
- Support Relationship Managers in customer meetings and sales discussions.
- Conduct customer profiling and understand insurance needs.




- Explain basic insurance product features and benefits under supervision.
- Maintain records of leads, customer interactions, and business generated.
- Coordinate with bank staff to drive customer referrals.
- Follow up with prospective customers for policy conversion.
- Ensure compliance with company and regulatory guidelines.
- Participate in training programs and sales meetings.

Learning Opportunities

- Exposure to Bancassurance sales processes.
- Understanding of insurance products and financial planning.
- Hands-on experience in customer acquisition and relationship management.
- Chance to develop sales and business development skills.

Duration

- 6 months (or as per company policy)

📌 Sales Intern (Odisha)
🏢 Shriram Life Insurance
📍 Odisha