Life Insurance Bancassurance Manager (Agency /Banca/Direct Marketing )

ConnectIN Jobs Global

Responsible for preparing and maintaining insurance policy records. Also handled the tasks of checking premium records on a regular basis Assisted Insurance sales team in achieving monthly sales target.

Bancassurance JD :

Life insurance sales through assigned Bank Branches.

Coordinating between Bank and company from Lead generation to policy conversion.

Follow up with Operations of Banks.

To build mutually beneficial relationships with Bank and help in acquisition of clients.

Customer Requirement Gathering and Analysis for better product pitching.

Handling Objections and grievances and providing them with timely solutions.

Guiding / mentoring new team members with required deliverable and company values.

Required Skills:

Excellent communication skills.

Should be sales driven.

High level of energy.

Agency Development Manager -JD

Develop various sources of agent hiring & build a team of agent & agent pipe line

- Conduct activity to enhance existing agent footfall to generate fresh referral for new agent hiring

- Development of agent prospecting habits, calling habits and work habits

- Work with agent on planning and reviewing of activities and goals

- Identify the training needs of the agent and work with Trainers to improve the same

- Meet Business Targets

- Improve agent productivity & retention

- Maintain the quality vectors of business including persistency and surrender

Direct Marketing JD :

.Number of Customer meeting per day

Delivery of Minimum business guarantee

Creating Leads through campaigns /Cold calling

Documentation, logins & Issuance tracking.

Lead / Feedback / Referral Updating on LMS

Meeting Business targets: Achievement of Business plan

Customer servicing/ Renewals

Job Specification

Should have good local Network

Should have sound knowledge of Financial Industry

Good communication: English/ Hindi /Regional Language

Local Candidates are preferred

• Experience

  1 - 7 Years

• No. of Openings

  50

• Education

  Any Bachelor Degree

• Role

  Bancassurance Manager

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office