Key Responsibilities

Bank Relationship Management

• Build and maintain solid 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.

Key Skills

• Bancassurance sales

• Relationship management

• Insurance product knowledge

• Lead conversion

• Target-driven approach

Skills: Insurance Sales, Sales, Communication

Experience: 1.00-6.00 Years

Education: MBBS, Bachelor of Architecture (B.Arch), Bachelor Of Computer Application (B.C.A), Bachelor of Music Education (B.M.E.), Bachelor of Applied Science (BAS), Bachelor of Science (B.Sc), Bachelor in General Studies (BGS), Bachelor Of Technology (B.Tech/B.E), Bachelor of Business Administration (B.B.A), Bachelors of Law (B.L/L.L.B), Bachelor of Music, Bachelor of Dental Surgery (B.D.S), Bachelor of Commerce (B.Com), Bachelor Of Pharmacy (B.Pharm), Bachelor of Arts (B.A), Bachelor of Health Science, Bachelor in Hotel Management (B.H.M), Bachelor of Liberal Arts (BLA/ALB), Bachelor of Education (B.Ed), Bachelor of Ayurvedic Medicine and Surgery (BAMS), Bachelor of Homeopathic Medicine and Surgery (BHMS), Bachelor of Social Work (B.S.W), Bachelor of Interdisciplinary Studies

📌 sales manager-Insurance-CTC Upto 5 lpa-Kerala (Thiruvananthapuram)
🏢 Vighnesh Boothalingam
📍 Thiruvananthapuram