Responsibilities
Build and maintain strong relationships with bank branch teams.
Work closely with bank staff to generate life insurance business through existing customer relationships.
Identify customer needs and provide suitable life insurance solutions.
Coordinate with branch teams for lead generation, customer meetings, follow-ups, and policy issuance.
Conduct regular branch visits and support bank staff in achieving business objectives.
Maintain regular follow-up with customers and ensure a smooth application-to-policy process.
Develop strong working relationships with Branch Managers and other bank officials.
Ensure proper documentation and timely submission of proposals.
Candidate Profile
Graduate in any discipline.
Minimum 1 year of experience in Sales,Banking, BFSI or Insurance.
Good communication and relationship-building skills.
Comfortable working with bank branch teams and customers.