Bancassurance Sales Executive

3 days ago

Kolkata West Bengal, India Talent Excellence Full time

**Job**: Bancassurance Sales Executive (South Bengal)

**Job location areas**: Jadavpur, Kolkata Central, Kolkata East, Kolkata South, Kolkata-Suburban, Tollygunge, Park Street, Barasat, Bidhannagar, Greater Kolkata, Kalyani, Kolkata North, Rajarhat, Amtala, Bagnan, Basirhat, Canning, Chinsurah, Deganga, Diamond Harbour, Domjur, Habra, Haldia, Howrah Rural, Midnapore, Tamluk

**Qualification**: Graduate/ Post Graduate in any discipline

**Experience**: Life Insurance experience in Bancassurance channel for 2 to 4 years

**Role Summary**: This position will be responsible for driving profitable business by implementing the right distribution & sales strategies across the zone. It will also be responsible for building & maintaining strong business relationship with senior management of the bank and co-create strategies for various business parameters.

**Key Focus areas**:

- Lead generation for Life Insurance business in the Branches.
- Going on sales/customer calls to meet with customers and sell various products to them
- Achieve targets set by the management for various business segments e.g. New Business, Persistency, SP Activation, and Product Mix etc.
- Establishing & strengthening relationship with Branch head & staff to gain mindshare for Life Insurance Business.
- Network and buidl your connections with both present and potential clients
- Involvement in work site activities (putting up stalls and making presentations in corporate).
- Working, engaging and connecting with customers along with Bank’s SP.
- Ensure First Time Right for login of all the proposal forms and ensure adequate training is provided to branch staff on the Ops process and work flows. Ensure discrepancies are removed for issuance of polices within the prescribed TAT.
- Drive effectively the Reward and recognition programs launched for the branch staff.Train the branch staff regularly on all products
- Bethe first point of contact for the customer to authenticate the concerns raised and validate with authorities
- Exercise due diligence at the first level to prevent unauthorized/ fraudulent transactions
- Ensure regulatory adherence and ethical practices

**Qualifications & Competencies**:

- Graduate/ Post Graduate in any discipline
- At least 2 to 4 years of Life Insurance experience in Bancassurance channel with exposure to open architecture
- Good communication skills - English & regional language (mandatory)
- Should be a go-getter who is outcome driven, confident and flexible
- Capable to multi task and deliver basis targets assigned

**Salary**: Up to ₹500,000.00 per year

Schedule:

- Day shift

Work Location: In person

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