Vighnesh Boothalingam (Proprietor of Jobs N Ta Hr Services)
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Thiruvananthapuram
03 Nov
Vighnesh Boothalingam (Proprietor of Jobs N Ta Hr Services)
Thiruvananthapuram
Key Responsibilities
Bank Relationship Management
- Build and maintain robust relationships with branch managers and bank staff.
- Act as the single point of contact between the bank and the insurance company.
- Ensure active engagement of bank branches for insurance sales.
Sales & Business Development
- Generate life insurance business through the bank customer base.
- Achieve assigned targets in premium, policy count, and revenue.
- Support bank staff in identifying prospects and closing insurance leads.
Training & Support
- Conduct regular product and process training for bank staff.
- Provide on-ground sales support and joint customer meetings.
- Motivate bank teams to maximize insurance penetration.
Customer Handling
- Assist customers with policy explanation, documentation, and issuance.
- Ensure high-quality customer service and quick resolution of queries.
- Support renewal and persistency of policies.
Compliance & Reporting
- Ensure adherence to IRDAI guidelines and company policies.
- Maintain accurate sales records and MIS reports.
- Ensure proper documentation and audit readiness.
Desired Candidate Profile
- Graduate in any discipline (MBA preferred).
- 1–4 years of experience in bancassurance, banking sales, or life insurance.
- Strong communication, relationship-building, and negotiation skills.
- Willingness to travel and work with bank branches.