Designation- RO
Channel- Banca Channel
CTC- 2.10LPA + TA
Location- Ernakulam
Key Responsibilities:
Build and maintain strong relationships with bank staff at the assigned branches.
Drive sales of life insurance products by providing need-based solutions to bank customers.
Conduct regular training and product knowledge sessions for bank staff.
Achieve monthly, quarterly, and annual sales targets.
Handle walk-in customers at the bank and generate leads through bank databases.
Ensure proper follow-up and documentation for policy issuance.
Maintain a high level of customer service and ensure customer satisfaction.
Coordinate with underwriting, operations, and other internal teams for smooth policy processing.
Ensure compliance with regulatory and internal guidelines.
Key Performance Indicators (KPIs):
Sales Targets (Premium & Policies)
Activation of Bank Branches
Lead Conversion Ratio
Persistency Rate
Branch Staff Engagement Score
Qualifications and Experience:
Graduate in any discipline (MBA/PG preferred)
1–6 years of sales experience, preferably in life insurance or banking
Experience in bancassurance is a plus
Skills Required:
Strong communication and interpersonal skills
Sales and negotiation abilities
Customer-centric approach
Ability to work under pressure and meet targets
Good knowledge of insurance products and market trends
Interested Candidates can send their resume on anjali.gussain@skywingsadvisors.com or 9997816063