Reporting to : Â Territory Manager / Circle Manager
Department : Â Bancassurance Channel.
Purpose of the role :
Provide support in Sales of Life Insurance business to bank customers at bank branches across assigned locations.
Key responsibilities :
Establishing & strengthening the relationship with Bank branch manager & staff to gain leads.
Prospecting & meeting walk-in customers of the Bank and conducting Quick Need Analysis.
Increasing the bank's customer awareness about Life Insurance products and achieve the targeted penetration on cross-selling within the branchâs customer base.
Creating awareness and motivate bank employees to recommend life insurance products to bank customers.
Delivering consistently on Goal Sheet parameters.
Ensure compliance to internal sales process & other defined sales & service standards.
Performance Goals :
Number of Policies.
Renewal Premium (Persistency)
Education Qualification : Graduation / Post Graduation.
Required Knowledge : Knowledge about the Life Insurance industry, preferably in bancassurance sales in Public Sector Bank.
Behavioral Competencies : Â Customer Centricity, Result Orientation, Relationship Management, Sales Capability & Problem Solving, Planning & Organizing.
The key requirement for this role :
Age within 35 years.
Candidate should know the local language apart from basic proficiency in English.
Should be open to travel within the city & outstation.
Should be able to source business independently.
Candidates having own conveyance will be preferred.