Job Purpose:
Drive insurance business through bank partnerships by managing sales, operations, and customer relationships across multiple branches.
Ensure sales growth, compliance, and customer satisfaction.
Key Responsibilities:
Build strong relationships with bank branch teams (4–5 branches) to drive insurance sales.
Promote life insurance products to bank customers through joint field calls and meetings.
Acquire new customers and upsell to existing clients.
Ensure excellent service delivery, customer retention, and problem resolution.
Conduct training and product knowledge sessions with bank staff.
Track sales performance, prepare reports, and share insights with managers.
Ensure compliance with company processes and regulatory guidelines.
Interact with High Net-Worth Individuals (HNIs) and provide tailored financial solutions.
Note: This is a Walk-in Drive opportunity (offline interview)
