Key Responsibilities:
Sell Insurance:
Offer life insurance to customers who take home loans, personal loans, car loans, etc., from Union Bank of India.
Meet monthly sales targets.
Work with Bank Staff:
Build good relationships with branch managers and loan officers.
Visit assigned branches regularly to support and motivate staff.
Train & Support:
Teach bank staff about Credit Life products.
Help them understand how to talk about insurance to customers.
Follow Leads:
Follow up on loan customer leads from the bank.
Help close sales and ensure smooth policy issuance.
Handle Paperwork & Rules:
Make sure all customer documents are complete and correct.
Follow company and IRDAI rules.