KEY RESPONSIBILITIES:
∙Lead generation at the time of account opening/service call being made to the customer
∙Establishing & strengthening relationship with Cluster head & staff to gain mindshare from
them on protection and Annuity
∙Involvement in work site activities (putting up stalls and making presentations in corporate.
∙Working, engaging and connecting with HNI clients for one on one selling
∙Closing sale and following up on issuance.
∙Increasing bank’s customer awareness about Life Insurance solutions and achieve the
targeted penetration on Annuity and protection
∙Drive effectively the Reward and recognition programs launched for the bank staff.
∙Train the bank staff regularly on Annuity and Protection plan
∙Business Leakage including cancellations
Key Skill:
∙Knowledge of the insurance sector, regulations applicable to insurance sector and the
companies and competitor’s product
∙Excellent communication, interpersonal and selling skill
∙Strong problem-solving skills and decision-making ability