SALES

Key Sales Responsibilities:
• Play a crucial role in selling our Life Insurance Products to Bank customers and Channel
Partners.
• Ensure branch & employee activation to ensure branch growth.
• Conduct regular sales activities within branch and catchment areas to generate leads.
• Ensure timey resolution of queries and complaints and controlling the instances of
adverse customer experience.
Relationship Management
• Manage Relationships with key Bank Branch Team to leverage Business.
• Act as one point of contact for any Life Insurance related requirements.
• Conduct regular sales activities within branch and catchment areas to generate leads.
Lead & Business Generation
• Generate potential customer Leads through Activities, Lobby Management etc.
• Effectively engage with Bank Customers / Channel Partners for Sales Closures.
• Ensure Monthly Business Activation of Bank SP / Branch.
• Engage with customers to help build a healthy product portfolio that support them in
meeting their life goals.
Product & Process Knowledge
• Ensure adequate Product & process Knowledge.
• Sell Right to Customers.
• Adhering to regulatory requirements & monitoring quality of business.
Qualifications: Any Graduate / Postgraduate (2024 & 2025 passout )
Essential Knowledge / Skill Sets:
• Should be presentable with good communication skills.
• Should be good at relationship building/management.
• Should have excellent communication, interpersonal and managerial skills.
• Should understand Insurance and related financial market products.
• Ability to work effectively in highly demanding and competitive environment.