Job highlights

- Experience in bancassurance or branch banking sales with solid team management skills
- Achieve business targets through branch and RM productivity, monitor sales metrics, manage team performance, engage branch staff, ensure customer service and compliance adherence

Sales Delivery Achieve assigned business targets through mapped branches and RM productivity.

Monitor lead flow, login-to-issue journey, and ensure conversion hygiene.

Track persistency, activation ratios, and average ticket size performance.

Team Management Review RM performance, daily DSR/LMS inputs, and portfolio conversions.

Conduct regular coaching, joint calls, and capability-building sessions.

Drive discipline in reporting, field planning, and activity tracking.

Branch & Partner Engagement Strengthen engagement with Branch Heads, Deputy Branch Heads, and frontline staff.





Activate Lead Generators (LGs) and push branch-level customer meetings.

Conduct product awareness, sales huddles, and campaign discussions.

Customer Servicing & Escalation Control

Ensure timely closure of customer servicing issues with operations and claims.

Support branches with renewal follow-ups and lapse prevention.

Maintain documentation accuracy and minimize adverse customer experience.

Compliance & Governance

Ensure adherence to internal controls, sales guidelines, and regulatory norms.

Monitor documentation completeness, risk flags, and product suitability.

Maintain audit readiness and avoid mis-selling or process deviations.

📌 Area Manager (Bhilai)
🏢 Bajaj Life Insurance
📍 Bhilai