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