Sales Manager Geo

1. Business Development & Revenue Generation

• Drive insurance sales through assigned bank branches.
• Achieve monthly and annual premium targets aligned with AOP.
• Increase insurance penetration within the bank’s customer base.

2. Relationship Management (Bank Stakeholders)

• Build and maintain strong relationships with Branch Managers and key bank officials.
• Ensure alignment with bank teams for business priorities and campaigns.
• Act as a single point of contact between the insurer and bank branch.

3. Branch Activation & Engagement

• Activate mapped bank branches and drive consistent business.
• Conduct joint sales calls and customer meetings with bank staff.
• Drive contests and engagement activities to improve productivity.

4. Training & Capability Building

• Train bank staff (RM/CSO/Teller) on insurance products, processes, and pitches.
• Conduct regular refresher sessions to improve conversion ratios.
• Support bank teams in customer handling and closure.

5. Sales Support & Operations

• Ensure smooth policy issuance and documentation.
• Coordinate with underwriting, operations, and claims teams.
• Monitor TATs and ensure timely resolution of partner/customer queries.

6. Governance & Compliance

• Ensure adherence to IRDAI regulations and banca guidelines.
• Maintain audit readiness and documentation hygiene.
• Prevent mis-selling and ensure ethical sales practices.