1 - 3 years
1 - 3 Lacs
Posted:-1 days ago|
Platform:
Work from Office
Full Time
Job Description: To drive insurance sales through banca channel partnerships (banks) by developing and maintaining strong relationships with branch staff, ensuring effective product placement, and achieving sales targets. Key Responsibilities: • Build and maintain strong working relationships with bank branch staff to generate insurance business. • Achieve monthly, quarterly, and annual sales targets through bancassurance channel. • Educate, train, and motivate bank branch employees on insurance products and sales processes. • Ensure smooth onboarding of new customers by handling documentation, policy issuance, and service queries. • Identify potential customers from the banks database and generate leads for insurance products. • Provide regular updates to the bank staff on new products, schemes, and promotions. • Maintain compliance with all regulatory and company guidelines while executing sales. • Conduct customer meetings, explain product benefits, and assist in policy issuance. • Track business performance and prepare MIS reports for management review. Key Skills & Competencies: • Strong relationship-building and networking skills. • Good communication and presentation skills. • Customer-focused with problem-solving ability. • Ability to work under pressure and achieve targets. • Knowledge of insurance products and banking operations (preferred). Requirements Qualifications & Experience: • Graduate / Postgraduate in any discipline • 6 MONTHS 3 years of experience in sales, banking, or insurance. Freshers with strong sales aptitude may also apply. • Prior experience in banca sales/financial services will be an added advantage
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