Sales Officer- Bancassurance Life Insurance

1 - 4 years

1 - 5 Lacs

Posted:1 week ago| Platform: Foundit logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Sales Officer

Key Responsibilities

  • Sales:

    Actively cross-sell life insurance products to bank customers.
  • Lead Management:

    Utilize leads generated from the assigned bank to make appointments and explore customers financial needs.
  • Customer Acquisition:

    Acquire new customers by effectively using the bank's database, foot traffic, and generated prospects.
  • Relationship Management:

    Develop and maintain strong relationships with bank customers for business development.
  • Process & Compliance:

    Accurately complete sales documentation and facilitate the completion of medical reports to ensure the prompt issuance of policy documents.
  • Training & Coaching:

    Support and coach other Relationship Managers and the bank's sales team on product knowledge and selling skills.

Required Candidate Profile

  • Experience:

    A minimum of

    1 year of sales experience

    is required, with a background in the

    insurance or BFSI sector

    being mandatory. Candidates from other sales verticals like banking, pharma, retail, and telecom are also encouraged to apply.
  • Education:

    A graduate degree is a must.
  • Skills:

    Strong relationship management and sales skills, with a track record of good performance and employment stability.

Perks and Benefits

  • CTC:

    Up to

    4 lakhs

    , plus conveyance and incentives

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