Sales Manager

• Banca Channel – Key Responsibilities (Bullet Points)

• Managed the Bancassurance partnership with assigned bank branches to drive life insurance business.

• Built strong relationships with Branch Managers, RM/CSM teams to generate consistent leads.

• Conducted daily joint calls (JCs) with bank staff to pitch suitable insurance solutions to customers.

• Trained and motivated branch employees on product knowledge, objection handling, and sales pitch.

• Ensured achievement of monthly/quarterly sales targets through effective funnel management.

• Monitored branch performance, lead quality, and conversion ratios to improve productivity.

• Organized insurance awareness camps, customer meets, and in-branch sales activities.

• Generated revenue by cross-selling protection, savings, ULIP, and retirement plans.

• Ensured 100% compliance by following IRDAI guidelines and proper documentation.

• Maintained strong post-sales service, claim assistance, and customer relationship management.