1. Sales & Business Development
Generate leads from bank walk-in customers and existing clients
Promote and sell life / general insurance products
Achieve monthly, quarterly, and annual sales targets
Cross-sell and up-sell insurance solutions
2. Relationship Management
Build and maintain strong relationships with bank branch staff
Regularly engage with Relationship Managers (RMs) and Branch Managers
Ensure continuous business flow from the assigned branches
3. Customer Handling
Understand customer needs and recommend suitable insurance products
Provide product information and explain policy benefits
Ensure smooth onboarding and documentation process