Financial Consultant - Banca channel

1 - 6 years

2 - 4 Lacs

Posted:4 hours ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Sales & Business Development

  • Achieve assigned monthly and annual sales targets for life insurance products through bank branches.
  • Drive penetration of protection, savings, ULIP, and retirement products.
  • Work with branch staff to generate quality leads and ensure high conversion ratios.
  • Plan and execute micro-marketing activities, customer meets, and insurance awareness drives.

2. Relationship Management

  • Build strong and effective relationships with Bank Branch Managers, Cluster Heads, and frontline teams.
  • Act as the single point of contact for all bancassurance product queries and sales support.
  • Ensure smooth coordination between bank teams and internal operations.

3. Training & Capability Building

  • Conduct regular training sessions for bank staff on product knowledge, sales processes, and regulatory requirements.
  • Upskill branch staff on needs-based selling and compliant sales behaviour.
  • Support staff to increase productivity and activity levels.

4. Customer Service & Compliance

  • Ensure customer onboarding is smooth with complete documentation and KYC compliance.
  • Resolve customer queries and grievances promptly in coordination with service teams.
  • Adhere strictly to IRDAI regulations and company audit guidelines.

5. Reporting & Process Management

  • Track daily/weekly/monthly sales performance and share MIS reports.
  • Monitor sales funnel leads, follow-ups, conversions, issuance.
  • Maintain updated product and competitor knowledge to support sales strategy.

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Bwise Solutions

Information Technology

San Francisco

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