For Branch Manager - Bancassurance

Key Roles and Responsibilities

- Team Management: Handle, train, and monitor an on-roll team of 6 to 10 sales managers or relationship managers assigned to the channel.
- Branch Network Handling: Manage 10 to 12 partner bank branches (or 2 to 3 smaller units depending on the scale).
- Sales & Target Achievement: Drive the execution of the business plan to meet or exceed monthly, quarterly, and annual branch/cluster insurance premium targets.
- Relationship Building: Establish strong, trusted coordination with the partner bank's Cluster Heads, Branch Managers, and bank staff to facilitate smooth lead generation and cross-selling of life, health, or general insurance products.
- Activity & Performance Tracking: Monitor daily activities, pipeline planning, and conversion metrics of walk-in and bank-provided leads.
- Compliance & Service Quality: Ensure high policy persistency, control attrition, maintain service turnaround times for claims/medicals, and keep mis-selling or compliance complaints to a minimum.





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For Relationship Manager -

Core Responsibilities

- Partner Relationship Management: Build and maintain robust daily rapport with bank branch managers, tellers, and staff to generate insurance leads and ensure smooth coordination.
- Sales & Target Achievement: Drive cross-selling and sales of insurance policies through assigned bank branches to meet monthly, quarterly, and annual business targets.
- Customer Engagement: Identify customer financial/insurance needs, conduct product presentations, and recommend suitable policies.
- Post-Sales & Persistency: Assist customers with policy issuance, handle service queries, and maintain a healthy persistency ratio (renewal rates).
- Compliance & Reporting: Ensure all sales follow regulatory guidelines (IRDAI/internal bank compliance) and submit regular Management Information System (MIS) and sales reports to supervisors.

📌 Area Manager & Relationship Manager - Bancassurance (Ahmedabad)
🏢 Axi Workforce
📍 Ahmedabad