Freshers- Bancassurance Life Insurance

Key Responsibilities :

• Leads will be generated from the assigned bank branches.
• Cross-sell Life Insurance products to existing and new bank customers.
• Identify and understand customers' financial needs in life-related investments and insurance areas.
• Recommend suitable insurance products from the company's product suite.
• Obtain customer consent and complete all sales documentation accurately.
• Responsible for acquiring customers through :
• Bank's database
• Footfall in bank branches
• Self-generated leads and referrals
• Ensure end-to-end sales completion including facilitating medical reports and ensuring prompt policy issuance.
• Build strong relationships with bank staff and customers to support business development and long-term engagement.
• Explore and identify new customer segments / markets in line with the company's sales strategy.
• Support other Relationship Managers and bank sales teams by :
• Coaching on company products and selling skills
• Accompanying them on client visits
• Sharing best practices and product knowledge

Required Candidate Profile :

Skills Required

Life Insurance Sales, Bancassurance, Relationship Management, Customer Acquisition