Bancassurance Sales Officer - (Life Insurance)

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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. Provided support to insurance sales financial department and handled additional duties and responsibilities as required

RESPONSIBILITIES & DUTIES

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

Target Achievement

Drive sales and achieve targets through the bank branches Sales Support

Support the Customer Relationship Officer in the branch for his/ her sales effort, in terms of generating benefit illustrations, accompanying on client calls Relationship Management

Bank is the key customer of the Business Development Manager, and he/she must engage an open and trusting relationship with the Branch Managers/officers/staff

Engage the employees of the bank branches in regular discussions to transfer knowledge about insurance.

Ensure that all service Lead Generation

• Experience

  1 - 7 Years

• No. of Openings

  25

• Education

  Any Bachelor Degree

• Role

  Bancassurance Sales Officer

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office