Bancassurance Manager

9 hours ago


Ahmedabad Surat, India Pramerica Life Insurance Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Role & responsibilities

  • Maintain punctuality and discipline as per norms
  • Generate leads through Branches of Banca Partner
  • Conduct customer engagement activities as per plan
  • Work on Leads and update the same on LMS
  • Fact finding and need analysis
  • Carry out financial planning activity
  • Prepare and present the financial solution
  • Support in Execution of the financial plan
  • Providing post sale service to the customer
  • Collection of due renewal premium
  • Share reports and MIS within prescribed timelines

Preferred candidate profile

  • Bancasurance Experience: The candidate should currently be from a bancasurance background (We can consider CASA profiles where candidate cross sell Insurance Product)
  • Relevant Experience: They must have direct experience in the life insurance banca (bancassurance) channel min 1 or 2 year.


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