1.Sales & Targets: Meet or exceed monthly and yearly health insurance revenue goals assigned for specific bank branches.
Relationship 2.Management: Build strong daily ties with bank branch managers, tellers, and sales teams to secure lead referrals.
3.Staff Training: Educate bank employees on health policy features, benefits, and pitching strategies.
4.Cross-Selling: Review bank customer databases or walk-ins to spot needs for health covers and medical indemnity plans.
5.Joint Sales Calls: Accompany bank staff to meet high-value clients and close health insurance deals.
Compliance & Reporting: Follow regulatory rules, submit daily pipeline updates, and handle post-sales service queries.