Bank Relationship Management

•  Build and maintain strong relationships with branch managers and bank staff.

•  Act as the single point of contact between the bank and the insurance company.

•  Ensure active engagement of bank branches for insurance sales.

Sales & Business Development

•  Generate life insurance business through the bank customer base.

•  Achieve assigned targets in premium, policy count, and revenue.

•  Support bank staff in identifying prospects and closing insurance leads.

Training & Support

•  Conduct regular product and process training for bank staff.

•  Provide on-ground sales support and joint customer meetings.

•  Motivate bank teams to maximize insurance penetration.

Customer Handling

•  Assist customers with policy explanation, documentation, and issuance.

•  Ensure high-quality customer service and quick resolution of queries.

•  Support renewal and persistency of policies.

Compliance & Reporting

•  Ensure adherence to IRDAI guidelines and company policies.

•  Maintain accurate sales records and MIS reports.

•  Ensure proper documentation and audit readiness.

•  Graduate in any discipline (MBA preferred).

•  1–4 years of experience in bancassurance, banking sales, or life insurance.

•  Strong communication, relationship-building, and negotiation skills.

Willingness to travel and work with bank branches