Bancassurance Sales Officer

17 hours ago

Bengaluru Chennai Hyderabad, India ti Steps Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Job Summary:

We are seeking a proactive and customer-focused Bancassurance Sales Officer to join our team. In this role, you will be responsible for promoting and selling insurance products through our partner bank branches. Your primary objective will be to leverage the banks customer base to generate insurance leads, close sales, and contribute to the growth of bancassurance business.

Key Responsibilities:

Sales & Lead Generation

  • Promote and sell various insurance products (life, health, motor, and general insurance) to bank customers.
  • Generate and follow up on leads within the banks customer base and through referrals.
  • Conduct product presentations and educate customers about insurance benefits and features.

Customer Engagement & Relationship Management

  • Identify customer needs and recommend suitable insurance solutions.
  • Build and maintain strong relationships with bank staff and customers.
  • Provide excellent customer service and address queries or concerns promptly.

Collaboration & Coordination

  • Work closely with bank branch staff to maximize cross-selling opportunities.
  • Coordinate with the banks operations and compliance teams to ensure smooth policy issuance.
  • Participate in marketing campaigns and promotional activities at bank branches.

Documentation & Compliance

  • Assist customers with filling out insurance application forms and collecting necessary documents.
  • Ensure adherence to regulatory guidelines (e.g., IRDAI norms) and company policies.
  • Maintain accurate records of sales and customer data in CRM systems.

Performance & Reporting

  • Achieve assigned sales targets and contribute to the overall bancassurance business growth.
  • Prepare regular reports on sales activities, leads, and conversion rates.
  • Provide market feedback and customer insights to the management.

Key Skills:

  • Strong sales and negotiation skills
  • Excellent communication and interpersonal abilities
  • Customer-centric mindset with problem-solving skills
  • Knowledge of insurance products and bancassurance processes
  • Ability to work collaboratively with bank staff and cross-functional teams
  • Familiarity with CRM tools and MS Office applications

  • Bancassurance Officer

    2 weeks ago

    Hyderabad, India HDFC Life Full time

    From 1 to 4 year(s) of experience **Roles and Responsibilities** Bancassurance Duties & Responsibilities 1.Building a strong relationship with the sales team of channel partners 2.Meeting the prospective customers with channel sales team to sell insurance solutions 3.Achieving sales targets as per channel strategy 4.Providing pre and post sales...

  • Bancassurance Officer

    1 week ago

    Bengaluru, Chennai, Kochi, India Tekpillar Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    We are hiring a proactive Bancassurance Officer to drive business growth through partner bank branches. The role involves building strong branch relationships, training staff, and achieving sales targets while ensuring excellent customer engagement.Key Responsibilities:Drive sales through assigned bank branches.Build & maintain strong relationships with...

  • Bancassurance Officer

    3 days ago

    Hyderabad, Telangana, India Vellanki Technologies Full time

    Designation: Relationship Officer Channel: Bancassurance Insurance Type: Life Insurance Education: Graduate (Any Stream) Experience: 1 to 5 Years in Any Insurance Preference for Bancassurance experience) Age Limit: Up to 35 Years Travel Requirement: Two-Wheeler & Valid Driving License - Mandatory **Salary**: ₹4 LPA (Fixed) + Attractive...

  • Sales Manager

    6 days ago

    Bengaluru, India Allianz Full time

    Job Description: Not available at the momentSkills Required: Bancassurance Bancassurance Sales Banca Banca Sales Desirable Skills: Not available at the moment

  • Bancassurance Channel

    1 week ago

    Chennai, India Pathfinders Consultancy Service Full time

    **Are you good at building rewarding professional relationships?** **If yes, then this is the right job for you.** What are we looking for? Integrity and passion to perform are the two most important traits that will define your success in this role. What does the job entail? It is a field job. You will have to travel within the assigned geography to...

  • Bancassurance Specialist

    3 weeks ago

    Chennai, India Aditya Birla Health Insurance Company Limited Full time

    Company Description Aditya Birla Health Insurance Co. Limited (ABHICL) is a health insurance company incorporated in 2015 and began operations in October 2016. It is a joint venture between Aditya Birla Group and MMI Holdings Limited. ABHICL offers a unique product portfolio that includes chronic care and incentivized wellness, aiming to influence healthier...

  • Sales Manager Bancassurance

    6 days ago

    Bengaluru, India Allianz Full time

    Job Description: Not available at the momentSkills Required: Bancassurance Sales Banca sales Desirable Skills: Not available at the moment

  • Territory Head-Bancassurance

    3 weeks ago

    Mangalore, Chennai, Bengaluru, India Wego Consultants Full time

    Job Description - Manage the overall bancassurance business in the assigned territory through bank branches - Lead a team of relationship managers and ensure achievement of individual and team targets - Build and maintain strong relationships with key personnel across bank branches - Develop and execute sales strategies aligned with organizational goals -...

  • Bancassurance Officer

    3 days ago

    Jayanagar, Bengaluru, Karnataka, India Riddhi Siddhi Career Point Full time

    **Key Responsibilities**: **Key Accountabilities** - Timely attend to the service appointments given - Update status of appointments accurately and timely in system - Work with customer in long term as their relationship manager - Support SP in performing need analysis and conversion of sales - Delivering consistently on Goal Sheet parameters - Adhering...

  • Sales Manager Bancassurance

    4 weeks ago

    Bengaluru, Karnataka, India Bajaj Allianz Full time

    Execution Analyze the customer segmentation sales trends in terms of demographics geography characteristics etc to assess the potential for business Conduct trainings at the branch for all banking partners around regulatory guidelines and products Plan for activation of branches through R R activities to increase the penetration in active branches to...