
Banking Insurance Sales Lead
7 days ago
Job Title: Banking Insurance Sales Lead
Job SummaryWe 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
- Adjusted modal first year premium (MFYP)
- Number of policies sold
- Business leakage including cancellations
- 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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