Banking Insurance Sales Lead

7 days ago


Delhi, Delhi, India beBeeInsurance Full time ₹ 15,00,000 - ₹ 28,00,000

Job Title: Banking Insurance Sales Lead

Job Summary

We are seeking an experienced banking insurance sales professional to join our team. The ideal candidate will have a strong background in insurance sales, excellent communication skills, and the ability to build relationships with bank clients.

Key Responsibilities
  • Lead generation at account opening/service call, identifying opportunities for insurance sales
  • Establishing and strengthening relationships with bank staff to promote protection and annuity products
  • Involvement in corporate activities such as setting up stalls and making presentations
  • Working one-on-one with high net worth individuals (HNI) to sell insurance products
  • Closing sales and following up on issuance
  • Increasing bank customer awareness about life insurance solutions and achieving targeted penetration on annuity and protection
  • Driving reward and recognition programs for bank staff
  • Training bank staff on Max Life annuity and protection plans
Measures of Success
  • Adjusted modal first year premium (MFYP)
  • Number of policies sold
  • Business leakage including cancellations
Minimum Requirements
  • Graduate or postgraduate degree in any discipline
  • 2-5 years of insurance experience
  • Good communication skills in English and regional languages
  • Age between 21-28 years
  • Preferably with own conveyance


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