
Relationship Associate/Area Sales manager
2 days ago
Job Description:
To drive insurance sales through banca channel partnerships (banks) by developing and
maintaining strong relationships with branch staff, ensuring effective product placement, and
achieving sales targets.
Key Responsibilities:
• Build and maintain strong working relationships with bank branch staff to generate
insurance business.
• Achieve monthly, quarterly, and annual sales targets through bancassurance channel.
• Educate, train, and motivate bank branch employees on insurance products and sales
processes.
• Ensure smooth onboarding of new customers by handling documentation, policy issuance,
and service queries.
•
Identify potential customers from the banks database and generate leads for insurance
products.
• Provide regular updates to the bank staff on new products, schemes, and promotions.
• Maintain compliance with all regulatory and company guidelines while executing sales.
• Conduct customer meetings, explain product benefits, and assist in policy issuance.
• Track business performance and prepare MIS reports for management review.
Key Skills & Competencies:
• Strong relationship-building and networking skills.
• Good communication and presentation skills.
• Customer-focused with problem-solving ability.
• Ability to work under pressure and achieve targets.
• Knowledge of insurance products and banking operations (preferred).
Requirements
Qualifications & Experience:
• Graduate / Postgraduate in any discipline
• 6 MONTHS 3 years of experience in sales, banking, or insurance. Freshers with strong
sales aptitude may also apply.
• Prior experience in banca sales/financial services will be an added advantage
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