Bancassurance Manager

Key Responsibilities

• Drive life insurance sales through the bank's customer base and branch network.
• Build and maintain strong relationships with bank branch staff, relationship managers, and other banking personnel.
• Generate leads through customer references, branch walk-ins, and bank-generated leads.
• Explain life insurance products, benefits, features, and suitability to prospective customers.
• Conduct joint customer meetings with bank employees to improve business conversion.
• Achieve monthly sales targets and business growth objectives.
• Follow up with prospective customers and ensure timely policy issuance.
• Ensure proper documentation and adherence to company policies and regulatory guidelines.
• Provide excellent customer service and support policyholders when required.
• Track sales performance, maintain reports, and share regular business updates with the reporting manager.

Required Skills

• Strong communication, presentation, and convincing skills.
• Sales-oriented mindset with a focus on achieving targets.
• Relationship management and customer-handling abilities.
• Knowledge of life insurance products and bancassurance sales processes.
• Ability to coordinate effectively with banking partners.
• Good negotiation, follow-up, and problem-solving skills.

Eligibility Criteria

• Graduate in any discipline.
• Prior experience in life insurance sales, bancassurance, banking, or financial services is preferred.
• Freshers with strong communication and sales aptitude may also be considered, depending on the employer's requirements.
• Willingness to work in a target-driven environment.