Bancassurance Sales Executive

1 week ago


Bengaluru Bangalore Shimoga Udupi, India beBeeInsurance Full time
Job Overview

This is a sales role focused on cross-selling life insurance products to existing and new bank customers.

The successful candidate will be responsible for generating leads from assigned bank branches, identifying customer needs in life-related investments and insurance areas, and recommending suitable insurance products.

Key Responsibilities:

  • Generate leads from assigned bank branches.
  • Cross-sell Life Insurance products to existing and new bank customers.
  • Identify and understand customers' financial needs in life-related investments and insurance areas.
  • Recommend suitable insurance products from the company's product suite.
  • Obtain customer consent and complete all sales documentation accurately.
  • Responsible for acquiring customers through:
  • Bank's database
  • Footfall in bank branches
  • Self-generated leads and referrals
  • Ensure end-to-end sales completion including facilitating medical reports and ensuring prompt policy issuance.
  • Build strong relationships with bank staff and customers to support business development and long-term engagement.
  • Explore and identify new customer segments/markets in line with the company's sales strategy.
  • Support other Relationship Managers and bank sales teams by:
  • Coaching on company products and selling skills
  • Accompanying them on client visits
  • Sharing best practices and product knowledge
Requirements

Minimum 1 year of sales experience in insurance channels (Life/Health/GI) is required. Candidates from insurance, banking, pharma, retail, telecom, and other sales verticals are welcome. Experience in BFSI or Insurance sector is mandatory. Graduation is also mandatory.



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