Sales Manager

Purpose Of this Role:

The Bancassurance Sales Executive is responsible for driving life/general insurance business through bank branches by building strong relationships with bank staff and customers, generating leads, and achieving assigned sales targets.

Main Responsibility:

• Generate insurance business through assigned bank branches
• Build and maintain strong relationships with bank managers and staff
• Identify potential customers from bank database and walk-in clients
• Explain insurance products (Life / Health / General) to customers
• Close sales and achieve monthly/quarterly targets
• Support bank staff with product training and sales assistance
• Ensure proper documentation and timely policy issuance
• Provide post-sales support and customer service
• Maintain MIS, daily activity reports, and follow-ups
• Ensure compliance with IRDA and company guidelines

Functional Skills (Role Specific):

• Understand Insurance Products
• Client Acquisition and Retention Skills
• Customer Orientation
• Ability to connect at cross functional level