Job highlights

- 1-3 years in Bancassurance sales with bank relationship management and local language fluency
- Visit partner bank branches, generate leads, conduct joint sales calls, train staff, manage pipeline, and coordinate operations

Role & responsibilities

- Branch Visits: Travel to assigned partner bank branches daily to maintain a strong physical presence and engage with bank staff.
- Lead Generation: Review the banks daily walk-ins and customer databases alongside bank staff to identify potential insurance prospects.
- Joint Sales Calls: Meet retail and high-net-worth bank clients jointly with bank officials to pitch and close life insurance policies.
- Staff Briefing: Conduct short morning huddles or training sessions for bank front-line staff on new insurance products, features, and contest updates.
- Relationship Building: Maintained close coordination with the Bank Branch Manager to ensure the branch remains highly active in insurance referrals.
- Persistency Follow-ups: Review upcoming policy renewals daily and contact existing clients to secure timely renewal premiums.
- Pipeline Management: Update the Lead Management System (LMS)



daily to track prospective clients from initial contact to final sale.
- Operations Tracking: Coordinate with the operations team to resolve documentation issues (medical queries, forms) for rapid policy issuance.

Preferred candidate profile

- Industry Experience: 1 to 3 years of stable experience specifically in Bancassurance sales or retail Life Insurance channels.
- Education: Graduate degree in any stream is mandatory
- Channel Familiarity: Proven track record of managing bank relationships, collaborating with bank staff, and driving cross-sell metrics.
- Local Proficiency: Deep knowledge of the local market landscape and fluency in regional languages (Hindi/Punjabi) to effectively communicate with customers in Ambala, Kurukshetra, and Jalandhar.
- Sales Capabilities: Strong financial need-analysis, negotiation, objection-handling, and closing skills.
- Mindset: Highly target-oriented, self-motivated, and capable of working under pressure to meet tight monthly business targets.
- Mobility: Must possess a personal two-wheeler and a valid driving license for daily branch visits and local travel.

📌 Senior Relationship Manager (Ludhiana)
🏢 Aviva India
📍 Ludhiana