Sales Officer- Bancassurance Health Insurance

We are seeking a results-oriented Sales Officer to join our Bancassurance team, focusing on Health Insurance. The ideal candidate will be responsible for cross-selling health insurance products to bank customers, managing relationships, and driving business growth. This role requires strong sales skills and a passion for customer engagement.

Key Responsibilities

• Sales : Actively cross-sell health insurance to bank customers.
• Lead Management : Utilize leads from the assigned bank to make appointments and assess customers' insurance needs.
• Customer Acquisition : Acquire new customers by 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

Perks and Benefits

Skills Required

Relationship Management, Sales, Health Insurance, Lead Management, Customer Acquisition, Selling Skills, insurance industry , Bfsi Domain