Sales Manager

Role Overview

​As a sales professional in the Bancassurance vertical, you will be stationed within a bank branch (or a cluster of branches). Your primary goal is to act as a bridge between the bank’s customers and the insurance provider, ensuring customers find the right protection and investment products.

​Key Responsibilities

​Sales & Business Development: Promote and sell life, health, and general insurance products to walk-in customers and existing bank account holders.

​Lead Generation: Utilize the bank’s database to identify potential clients and set up meetings.

​Relationship Management: Build and maintain strong rapport with the Bank Branch Manager and other staff to ensure a steady flow of referrals.

​Need Analysis: Conduct financial needs analysis for customers to recommend suitable insurance plans (e.g., term plans, ULIPs, or endowment schemes).

​End-to-End Processing: Handle the documentation process, from filling out application forms to ensuring the policy is issued and delivered.

​Target Achievement: Meet or exceed monthly and quarterly sales targets set by the bank and the insurance partner.

​Customer Support: Provide post-sales service, including policy renewals and assisting with the claims process to build long-term trust.

Candidate Profile & Requirements

​Education: A Bachelor's degree in any field is mandatory. An MBA in Marketing or Finance is often preferred for senior relationship roles.

​Experience:

​Freshers: Many entry-level roles are open to graduates with high energy and a flair for sales.

​Experienced: 1–3 years in banking, insurance, or direct sales is highly valued.

​Skills:

​Communication: Fluent in English and the local language (Hindi/Regional) to explain complex financial products clearly.

​Negotiation: Ability to handle objections and persuade customers effectively.

​Resilience: Sales is a target-driven field that requires a persistent and positive attitude.

​Certifications: IRDAI certification is often required (the bank usually facilitates this training if you don't already have it).

Benefits & Career Growth

​Compensation: Competitive base salary plus an attractive incentive structure based on performance.

​Environment: Professional banking environment with fixed day-shift hours (typically).

​Growth Path: Successful candidates can move up to Senior Relationship Manager, Cluster Manager, or transition into other banking verticals like Wealth Management or Operations.

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