-Role & responsibilities:

Banca Channel:-

-Manage the assigned bank branch and achieve life insurance sales targets through the banca channel.

-Coordinate with bank staff, work on customer leads/data, and promote suitable insurance products.

-Conduct regular field visits to meet customers, understand their requirements, and generate business.

-Follow up with customers and bank leads while consistently achieving monthly sales targets.

-Conduct customer visits whenever required, including visiting the customers place along with the RM to support meetings and close the business.

Direct Channel:-

-Cold calling, Identify and approach potential customers

-Meet prospective clients and understand their requirements

-Present products/services and explain key advantages, financial planning

-Follow up with leads and convert prospects into customers

-Maintain strong client relationships and ensure customer satisfaction

-Achieve monthly sales targets and maintain sales reports

-Conduct customer visits whenever required, including visiting the customers place.

Preferred candidate profile

📌 Life Insurance Executive (Chennai)
🏢 Neha sharma
📍 Chennai