Bancassurance Executive

Role & responsibilities

• Build and maintain strong relationships with assigned bank branches and branch staff.
• Drive life insurance business through the Bancassurance channel.
• Generate leads from branch walk-in customers and existing banking clients.
• Conduct joint customer meetings along with bank relationship managers.
• Understand customers' financial goals and recommend suitable life insurance solutions.
• Achieve monthly, quarterly, and annual business targets.
• Organize branch activation programs, customer awareness sessions, and sales campaigns.
• Ensure timely issuance of policies by coordinating with internal teams.
• Maintain high standards of compliance and documentation.
• Provide regular updates and sales reports to the reporting manager.
• Deliver excellent customer service throughout the sales process and post-sales support.

Preferred candidate profile

• Strong communication and presentation skills.
• Relationship-building and stakeholder management.
• Customer-centric approach.
• Sales and negotiation skills.
• Financial planning and advisory mindset.
• Ability to work under targets.
• Self-motivated and result-oriented.
• Good knowledge of MS Office and digital tools.