Key Roles & Responsibilities
Sales & Business Development
Generate life insurance business through assigned bank branches.
Acquire current customers and cross-sell life insurance products.
Conduct customer meetings and presentations to explain insurance solutions.
Achieve monthly, quarterly, and annual sales targets.
Customer Relationship Management
Build and maintain solid relationships with bank customers.
Understand customers' financial goals and recommend suitable insurance plans.
Ensure excellent customer service and timely resolution of customer queries.
Bank Branch Relationship Management
Work closely with branch managers and bank employees.
Conduct regular engagement activities with bank staff to increase product awareness.
Motivate and support bank teams in insurance lead generation.
Lead Generation & Conversion
Generate quality leads from branch walk-ins and existing bank customer databases.
Follow up on leads and convert them into successful sales.
Maintain a healthy sales pipeline and conversion ratio.
Training & Product Knowledge
Keep updated with company products, market trends, and competitors.
Participate in training programs and certification sessions.
Educate bank staff about SUD Life products and campaigns.
Eligibility Criteria
Graduate in any discipline (Mandatory).
Freshers and experienced candidates can apply.
Experience in Life Insurance, Bancassurance, BFSI, Banking, Loans, or Sales is preferred.
Positive communication, negotiation, and relationship-building skills.
Target-oriented and customer-focused approach.
Required Skills
Sales & Marketing
Relationship Management
Customer Service
Communication & Presentation
Lead Generation
Negotiation Skills
Time Management
Problem-Solving
📌 Front Line Sales Pali
🏢 Star Union Dai ichi Life Insurance (SUD Life)
📍 Pali
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