Roles & Responsibilities
- Leads will be generated from the assigned bank branches.
- Direct selling of various insurance products to bank customers.
- Focus on customer business development and relationship management.
- Work on the payrolls of the company.
- Schedule appointments, explore customer financial needs in life-related investment and insurance areas, recommend suitable products from the company's range, gain agreement to purchase, and accurately complete all sales documentation.
- Acquire customers through the bank's database, walk-ins, and self-generated prospects.
- Ensure sales completion by coordinating medicals and ensuring timely policy issuance.
- Explore and develop new markets / segments in line with company sales strategy.
- Support peer Relationship Managers and the bank sales team with coaching, product knowledge, and joint client visits when requested by the sales manager.
Required Candidate Profile
Minimum 1 year of sales experience in any insurance channel.Graduation is mandatory.Candidates with experience in General Insurance, Health Insurance, or Life Insurance are preferred.Skills Required
Bancassurance, General Insurance, Life Insurance, Relationship Management, Direct Sales