An ICICI Prudential Life Insurance Banca Channel job (typically Relationship Manager, Financial Services Manager) involves driving insurance sales through bank partner branches. Key responsibilities include generating leads from bank customers, maintaining relationships with branch staff, achieving sales targets, and ensuring compliant policy issuance.
Key Responsibilities & Duties
Sales Generation: Promote and sell life insurance products to walk-in bank customers and leads.
Relationship Management: Build strong, productive relationships with bank branch managers and staff to drive referrals.
Customer Engagement: Provide need-based financial planning, explain product benefits, and assist with, filling out applications.
Compliance: Adhere to IRDAI regulations and company policy, ensuring ethical sales practices.
Support & Servicing: Assist customers with post-sales service requests and claim settlement processes.
Desired Candidate Profile
Experience: 1–3 years in banking, insurance, or direct sales.
Education: Graduate degree (minimum requirement).
Skills: Strong communication, interpersonal skills, and a result-oriented mindset.