Position Summary The Bancassurance Sales Executive is responsible for the promotion and sale of insurance products through banca channels. This role integrates banking and insurance services to drive sales performance and enhance customer satisfaction. The incumbent will be instrumental in expanding the company's market presence in Haldia by leveraging existing banking relationships.

Principal

Responsibilities - Develop and maintain relationships with bank staff to facilitate the promotion of insurance products.

- Conduct training sessions for bank personnel to enhance their understanding of insurance offerings.
- Assist customers in identifying their insurance needs and recommend appropriate products that align with their financial objectives.
- Prepare and deliver presentations on insurance products to potential clients.
- Monitor market trends and competitor activities to provide feedback for product development and marketing strategies.




- Achieve designated sales targets while ensuring compliance with regulatory requirements and company policies.
- Collaborate with internal stakeholders to ensure seamless service delivery to clients. Eligibility and Qualifications - A background in bancassurance or related fields is preferable.
- Proficiency in sales processes within banking and insurance domains is essential.
- Robust communication skills with an emphasis on customer service excellence. Key Competencies - Solid understanding of insurance products, including life, health, and general insurance.
- Capability to analyze customer needs and tailor solutions accordingly.
- Competence in establishing rapport with clients and fostering long-term relationships. Applications will be assessed against the stated requirements.

Industry

NBFC ( Non Banking Financial Services )

Department

Pre - Sales

📌 Bancassurance Sales Executive (Haldia)
🏢 SKILLVENTORY
📍 Haldia