Bancassurance Sales Manager -Life insurance

1 - 6 years

2 - 4 Lacs

Posted:1 week ago| Platform: Naukri logo

Apply

Work Mode

Work from Office

Job Type

Full Time

Job Description

1. Business Development

Drive life insurance sales through bank branches assigned in the region.

Generate leads from bank walk-in customers, fixed deposit holders, and existing bank customers.

Achieve monthly sales targets (premium & policy count).

2. Relationship Management

Build strong working relationships with Branch Managers, bank staff, and key stakeholders.

Train, motivate, and support bank employees to generate insurance business.

Conduct regular branch visits, joint calls & customer meetings with bank staff.

3. Customer Engagement

Understand customer financial needs and recommend suitable life insurance plans.

Provide end-to-end support: product explanation, premium illustration, documentation, and policy issuance.

Ensure superior customer service and timely redressal of queries.

4. Sales Process & Compliance

Ensure adherence to ICICI Prudential processes and IRDAI regulations.

Ensure accurate documentation and 100% compliance in proposal forms and KYC.

Maintain strong funnel management and update lead status in CRM tools.

5. Training & Activity Planning

Conduct product training sessions for bank employees.

Plan and execute branch activation activities to increase business penetration.

Share regular MIS, sales reports, and performance updates with managers.

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview
cta

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

coding practice

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now
Bwise Solutions logo
Bwise Solutions

Information Technology

San Francisco

RecommendedJobs for You