Bancassurance Manager
9 hours ago
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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