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3 - 4 years

6 - 11 Lacs

Kakinada

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Establishing & strengthening relationship with branch manager & staff to gain leads from them. Involvement in work site activities (putting up stalls and making presentations in corporate. Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch s customer base. Drive effectively the Reward and recognition programs launched for the bank staff. Train the bank staff regularly on concepts in life insurance and new product introductions. MEASURES OF SUCCESS Adjusted MFYP (Modal first year premium) Number of policies Business Leakage including cancellations 15th Month collection MINIMUM/SPECIFIC EXPERIENCE Graduate/ Post Graduate in any discipline 0.6 to 2/2 to 3/3-4 years of experience in sales for 5/ 5Arespectively Good communication skills - English & regional language (mandatory) Age group 21-28 years Preferably has own conveyance

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3 - 4 years

6 - 11 Lacs

Mumbai

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Establishing & strengthening relationship with branch manager & staff to gain leads from them. Involvement in work site activities (putting up stalls and making presentations in corporate. Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch s customer base. Drive effectively the Reward and recognition programs launched for the bank staff. Train the bank staff regularly on concepts in life insurance and new product introductions. MEASURES OF SUCCESS Adjusted MFYP (Modal first year premium) Number of policies Business Leakage including cancellations 15th Month collection MINIMUM/SPECIFIC EXPERIENCE Graduate/ Post Graduate in any discipline 0.6 to 2/2 to 3/3-4 years of experience in sales for 5/ 5Arespectively Good communication skills - English & regional language (mandatory) Age group 21-28 years Preferably has own conveyance

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3 - 4 years

6 - 11 Lacs

Jamnagar

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Establishing & strengthening relationship with branch manager & staff to gain leads from them. Involvement in work site activities (putting up stalls and making presentations in corporate. Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch s customer base. Drive effectively the Reward and recognition programs launched for the bank staff. Train the bank staff regularly on concepts in life insurance and new product introductions. MEASURES OF SUCCESS Adjusted MFYP (Modal first year premium) Number of policies Business Leakage including cancellations 15 th Month collection MINIMUM/SPECIFIC EXPERIENCE Graduate/ Post Graduate in any discipline 0.6 to 2/2 to 3/3-4 years of experience in sales for 5/ 5Arespectively Good communication skills - English & regional language (mandatory) Age group 21-28 years Preferably has own conveyance

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1 - 2 years

2 - 3 Lacs

Pune

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Company Name :Turtlemint Insurance Position: Relationship Manager Location - Pune Age Limit: Up to 40 years. Location - Shivajinagar ( Pune) Education =Graduation Offered CTC: 1.5 4 LPA. Experience Required: Minimum 1 year in Insurance Health insurance Annual bonus Sales incentives Performance bonus Provident fund Gratuity Flexi working Onsite creche facility

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10 - 15 years

30 - 35 Lacs

Mumbai, Pune

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Role Summary :- The Regional Head Broking Channel will be responsible for driving business growth and strategic relationships with insurance brokers across the assigned region. This leadership role requires a high-performing individual with deep understanding of the insurance and broking ecosystem, strong team management capabilities, and a proven ability to deliver results in a competitive market. Skills required Interpersonal , communication, team work , decision making at local level. Qualification Graduate/Post-Graduate in Business Management, Finance, or related field. Experience 10-15 years ( preferably in life insurance with at least 5 years in a leadership role managing broker or partner channels. Work Experience : - Prior experience in managing large partnership accounts (especially NBFCs, HFCs, or banking channels) is highly preferred. Demonstrated success in leading teams and achieving sales goals.

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10 - 15 years

30 - 35 Lacs

Mumbai

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Role Summary: The Regional Head will be responsible for driving life insurance sales across the Piramal Finance network in the assigned region. The role entails managing strategic partnerships at a regional level, ensuring revenue growth, maintaining high levels of partner engagement, and delivering an outstanding customer experience. The individual will lead a team of Territory Managers/Cluster Managers aligned to Piramal Finance branches and ensure achievement of key business objectives. Designation Regional Head Broking Channel To Clear pending buckets group credit business from the partner branches. Ensure the issuance of the logged in business. Training the partnership branches to minimise the discrepancy. Increase the value penetration and presence. Helping the partner branches in their sales call regarding our product. Education & Experience : - Graduate / Postgraduate with at least 1 years of experience, Prefer from Credit Life Sales, 8-12 years of experience in life insurance, bancassurance, or financial services sales. Broca JD :- The Regional Head Broking Channel will be responsible for driving business growth and strategic relationships with insurance brokers across the assigned region. This leadership role requires a high-performing individual with deep understanding of the insurance and broking ecosystem, strong team management capabilities, and a proven ability to deliver results in a competitive market. Skills required Interpersonal , communication, team work , decision making at local level. Qualification Graduate/Post-Graduate in Business Management, Finance, or related field. Experience 10-15 years ( preferably in life insurance with at least 5 years in a leadership role managing broker or partner channels. Work Experience Prior experience in managing large partnership accounts (especially NBFCs, HFCs, or banking channels) is highly preferred. Demonstrated success in leading teams and achieving sales goals.

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1 - 6 years

2 - 3 Lacs

Nagpur, Ahmedabad, Surat

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1 New Account Activations 2. Lead Generation callout 3. Cross Sell and Up Sell calling 4. Connect with the leads as provided by the bank for providing them demo on the online and mobile platform. 5. Resolve basis level online trading related queries such as password reset, user blocked, fund transfer issue etc and enable customer to trade with ease 6. Connect with the prospects who have expressed interest through our various campaigns run on our ABM Website and various applications 7. Present the product and proposition to the prospects, seek meeting appointments and convert the clients.

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1 - 4 years

3 - 4 Lacs

Patna, Siwan, Gaya

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Role & responsibilities Banca Sales Preferred candidate profile Life Ins min 1 yr exp in banca

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5 - 10 years

10 - 12 Lacs

Ahmedabad

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1. PRINCIPAL ACCOUNTABILITIES (Accountabilities associated with the job) Drive partner sales team activation & lead generator (LG) activation through regular engagement with partner branch staff Reviews & Governance Ensuring discipline & rigor of daily sales activities, DSR & LMS input. Regular review & tracking of team performance. Building team capability through regular training interventions Research & Analysis To organize sales campaign, product launches and conduct training at partner branches. Ensuring adherence to end to end business process with in the specified timelines. Adhering to regulatory requirements & monitoring quality of business. Ensuring timey resolution of queries and complaints, and controlling the instances of adverse customer experience Role & responsibilities 1. MAJOR CHALLENGES (Challenges faced on an on-going basis in carrying out the job) Ensuring adherence to end to end business process with in the specified timelines Timely delivery of business requirements Controlling the instances of adverse customer experience 2. DECISIONS (Key decisions taken by job holder at his/her end) Following decisions are taken by the role: To organize sales campaign, product launches and Conduct training at partner branches. Adhering to regulatory requirements & monitoring quality of business 3. INTERACTIONS (Key working relationships a job holder needs to have INSIDE and OUTSIDE the company to accomplish the job) Internal Clients Roles you need to interact with inside the organization to enable success in your day to day work Training Team Marketing Team Business Team IT Team Regards Amrapali Jadhav

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5 - 10 years

7 - 10 Lacs

Ranchi

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Role & responsibilities - Banca Insurance sales - FLS Manager Preferred candidate profile Life Insurance - Banca Sales (Team Handling exposure must)

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6 - 11 years

6 - 10 Lacs

Bengaluru

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Engage and nurture the relationship with channel partners to drive the business targets. Design and execute a sales plan to help the team gain maximum mindshare of the distributor, thus meeting targets and improve market share in the channel.

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1 - 5 years

3 - 3 Lacs

Kolkata

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Role & responsibilities -Life Insurance with Banca Sales -Branch Banking sales Preferred candidate profile Life Insurance Banca/Direct Candidates can apply

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1 - 2 years

2 - 5 Lacs

Madurai, Chennai, Coimbatore

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* 50 % Leads will given by company (Head office) * Call and Fix Appointment with Customer * Meeting customer directly and trying to close the business * Maintain long term relationship with customers.

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1 - 6 years

2 - 5 Lacs

Kochi/ Cochin, Pathanamthitta, Kollam

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Relationship Manager / Senior RM with ADITYA BIRLA Life Insurance Company - Bancassurance Channel CTC : 3 - 5 Lakhs Handle 2 to 3 bank branches , convert bank leads into sales . Relationship Management Cross Selling Send CV to bookmark.hr@gmail.com Required Candidate profile Looking graduates with minimum 6 months of sales exp in Insurance / banking / financial products / BFSI CTC negotiable Send CV to bookmark.hr@gmail.com or whatsapp - 9746475326

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1 - 6 years

2 - 5 Lacs

Kochi/ Cochin, Kasargode, Kannur

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Relationship Manager / Senior RM with ADITYA BIRLA Life Insurance Company - Bancassurance Channel CTC : 3 - 5 Lakhs Handle 2 to 3 bank branches , convert bank leads into sales . Relationship Management Cross Selling Send CV to bookmark.hr@gmail.com Required Candidate profile Looking graduates with minimum 6 months of sales exp in Insurance / banking / financial products / BFSI CTC negotiable Send CV to bookmark.hr@gmail.com or whatsapp - 9746475326

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1 - 6 years

3 - 5 Lacs

Kochi/ Cochin, Cannanore/ Kannur, Malappuram

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Relationship Manager / Senior RM with AXIS MAX Life Insurance Company - Bancassurance Channel CTC : 3 - 5 Lakhs + incentives Handle 2 to 3 bank branches , convert bank leads into sales . Relationship Management Cross Selling Required Candidate profile Looking graduates with minimum 6 months of sales exp in Insurance / banking / financial products Candidates from bancassurance channel have advantage CTC negotiable Send CV to bookmark.hr@gmail.com

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1 - 6 years

3 - 5 Lacs

Hyderabad/Secunderabad, Chennai, Bengaluru

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• The candidate has to handle tie-up banks. • Regularly visiting all the branches across the territory • To build relationships with existing customer • Lead Closing • Handle the walk-in customerthrough tie-up Banks. Required Candidate profile *For senior designation need Insurance experience Criteria : • Experience : Sales experience of 2+ years • Age: Between 21 to 38 years For better reach you can share your CV @ Karan | 7861004785

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1 - 6 years

3 - 5 Lacs

Hyderabad, Chennai, Bengaluru

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Candidate Should Have Good Communication Skills Must Have Minimum 1 Year Sales Experience Insurance / Banking / BFSI Sales Experience Will be Advantage Interested Candidates Can Call @HR Manish - 7425051270 Or Email - manish@nextvision.co.in

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1 - 6 years

3 - 5 Lacs

Pune, Chennai, Bengaluru

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Candidate Should Have Good Communication Skills Must Have Minimum 1 Year Banking Sales Experience Insurance / Banking / BFSI Sales Experience Will be Advantage Interested Candidates Can Call @HR VARUN : 8368518837or whatsapp resume

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10 - 18 years

17 - 27 Lacs

Gurugram

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TRAINING MANAGER / Senior Manager DFOS We are seeking a results-driven Training Manager to join our team at Policybazaar for our dedicated field sales team . You will be responsible for leading the training function, developing training strategies and implementing programs to meet our employees learning needs along with organizing lead generation activities in corporates and other .You will play a pivotal role in building a culture of continuous learning and improvement at our channel and creating opportunities for sales force for lead generating activities through the above avenues. The ideal candidate is a strategic leader passionate about designing and implementing effective training programs. They are experienced in training management, talent development and organizational learning. We invite qualified individuals with strong leadership skills and a passion for employee development to apply for this role, having experience in training as well as strong relationships with corporates and skills to create lead sources for the sales force. In addition to a competitive salary, we offer a collaborative work environment, opportunities for professional growth and comprehensive employee benefits Objectives of the role Developing and implementing the training and development strategy in alignment with organizational goals and objectives.. Leading a team of professionals, including trainers, instructional designers and coordinators, to deliver high-quality training programs. Identifying training needs and priorities through needs assessments, performance evaluations and stakeholder feedback. Designing, developing and delivering training programs using various instructional techniques and formats, including classroom training, e-learning and workshops. Evaluating training effectiveness through assessments, surveys and feedback to measure learning outcomes and make continuous improvements. Managing the training budget, resources and logistics to ensure efficient and effective delivery of training programs. Your tasks Develop and maintain the annual training calendar and schedule, coordinating with department managers and stakeholders to ensure alignment with business priorities. Oversee the design and development of training materials, presentations and resources to support learning objectives and outcomes. Lead and facilitate training sessions and workshops, ensuring a positive and engaging learning experience for participants. Lead to facilitate with marketing team for requirements for lead generation activities Monitor and evaluate training delivery and effectiveness, adjusting improve outcomes. Provide coaching and support to trainers and facilitators to enhance their skills and effectiveness. Track and report on training metrics and KPIs to measure the impact and ROI of training programs. Stay updated on industry trends, best practices and emerging technologies in training and development. Required Skills And Qualifications Bachelors degree in education, Training, Human Resources or a related field. 9+ years of experience as a training manager or in a similar role, with a demonstrable track record of designing and implementing training program. Project management skills for managing training initiatives and timelines. Ability to assess training needs and develop training plans in the company. Strong leadership and team management abilities to inspire and motivate others. Excellent communication and interpersonal skills, with the ability to build relationships and influence stakeholders at all levels. Strategic thinking and problem-solving skills, with a focus on achieving organizational goals through effective training and development initiatives. Preferred Skills And Qualifications Advanced degrees in Training and Development. Certification in training and development (e.g. CPTD, CPLP, ATD Master Trainer). Knowledge of competency-based training and performance management. Multilingual proficiency for managing training programs in diverse employee populations. Ability to manage the budget for training activities. Working knowledge of project management principle Interested candidates can share their updated resume at Kirtichauhan@policybazaar.com

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1 - 6 years

2 - 7 Lacs

Kolkata

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The role entails direct customer interaction & is responsible for business acquisition of current account. Explain & sell banking products to customers and acting as a link between customers and bank - ensuring best in-class service to the customers Required Candidate profile High degree of market awareness & understanding of customer's need Collaborate with other branch departments If Interested then call or whats app Hr Muskan @ 9867296081

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1 - 6 years

2 - 7 Lacs

Guwahati

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The role entails direct customer interaction & is responsible for business acquisition of current account. Explain & sell banking products to customers and acting as a link between customers and bank - ensuring best in-class service to the customers Required Candidate profile High degree of market awareness & understanding of customer's need Collaborate with other branch departments If Interested then call or whats app Hr Muskan @ 9867296081

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1 - 5 years

3 - 5 Lacs

Mumbai, Navi Mumbai

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Drive insurance sales via bank channels; manage client relations & achieve targets. Drive insurance sales through assigned bank branches by building strong customer relationships, conducting regular client meetings, and delivering personalized insurance solutions. Collaborate closely with bank staff to generate leads, explain product features, and achieve monthly sales targets. Maintain high service standards to ensure customer satisfaction and long-term retention. Responsible for documentation, policy issuance, and handling customer queries post-sale. Key Responsibilities: Drive life/general insurance sales through bank branch channels. Build and maintain relationships with bank staff and clients. Generate leads and convert them into policy sales. Conduct need-based financial planning for clients. Ensure adherence to compliance and quality standards. Achieve assigned sales and service targets.

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- 5 years

2 - 3 Lacs

Hubli, Mysuru, Bengaluru

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Role & responsibilities • To drive business through Channel Partners branch staff and distribution network. • To generate leads through activities and use enablers for lead generation • To have minimum of 3 new customer meetings in a day • To provide after sales service and do upselling with the existing customer Preferred candidate profile Graduates with Good communication skills Mandate Two wheeler + Driving License Pls share your Resumes via mail - harshitha.bj@edelweisslife.in

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- 5 years

2 - 3 Lacs

Hubli, Mysuru, Bengaluru

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Role & responsibilities • To drive business through Channel Partners branch staff and distribution network. • To generate leads through activities and use enablers for lead generation • To have minimum of 3 new customer meetings in a day • To provide after sales service and do upselling with the existing customer Preferred candidate profile Graduates with Good communication skills Mandate Two wheeler + Driving License

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Exploring Bancassurance Jobs in India

Bancassurance, the partnership between banks and insurance companies to distribute insurance products, is a growing sector in India. As more financial institutions recognize the benefits of offering insurance services to their customers, the demand for bancassurance professionals is on the rise.

Top Hiring Locations in India

  1. Mumbai
  2. Delhi
  3. Bangalore
  4. Chennai
  5. Hyderabad

Average Salary Range

Entry-level bancassurance professionals in India can expect to earn around INR 3-5 lakhs per annum, while experienced professionals can make upwards of INR 10 lakhs per annum.

Career Path

A typical career path in bancassurance may include roles such as Bancassurance Executive, Bancassurance Manager, Senior Bancassurance Manager, and Bancassurance Head.

Related Skills

In addition to bancassurance knowledge, professionals in this field may benefit from skills such as sales techniques, customer relationship management, financial planning, and regulatory compliance knowledge.

Interview Questions

  • What is bancassurance and how does it work? (basic)
  • Can you explain the different types of insurance products that are typically offered through bancassurance? (medium)
  • How do you approach selling insurance products to bank customers? (medium)
  • How do you stay updated on changes in insurance regulations and policies? (medium)
  • Can you share a successful bancassurance sales strategy you have implemented in the past? (advanced)
  • How do you handle objections from customers during the sales process? (medium)
  • What metrics do you use to measure the success of a bancassurance program? (advanced)
  • How do you ensure compliance with all regulatory requirements in bancassurance sales? (medium)
  • Can you discuss a challenging situation you faced in bancassurance sales and how you resolved it? (medium)
  • How do you build and maintain relationships with key stakeholders in a bancassurance partnership? (medium)
  • What are the key factors you consider when designing a bancassurance product portfolio? (advanced)
  • How do you assess the risk profile of potential customers when offering them insurance products? (medium)
  • How do you handle customer complaints or disputes related to bancassurance products? (medium)
  • Can you explain the importance of data analytics in bancassurance sales? (medium)
  • How do you ensure that customers have a clear understanding of the insurance products they are purchasing through bancassurance? (medium)
  • How do you adapt your sales approach when targeting different customer segments in bancassurance? (medium)
  • Can you discuss a time when you exceeded sales targets in a bancassurance role? (medium)
  • What are the key trends shaping the bancassurance industry in India today? (advanced)
  • How do you balance the interests of the bank and the insurance company in a bancassurance partnership? (medium)
  • Can you discuss a time when you had to navigate a complex regulatory environment in bancassurance sales? (advanced)
  • How do you approach training bank staff on selling insurance products in a bancassurance partnership? (medium)
  • What are the key challenges you have faced in bancassurance sales and how did you overcome them? (medium)
  • How do you ensure that all bancassurance sales are conducted ethically and transparently? (medium)
  • Can you discuss a time when you had to troubleshoot a technical issue related to bancassurance sales processes? (medium)

Closing Remark

As you explore opportunities in the bancassurance job market in India, remember to prepare thoroughly for interviews and showcase your skills and knowledge confidently. With the right combination of expertise and experience, you can carve out a successful career in this dynamic and growing sector. Good luck!

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