Banca Sales Job Vacancies in Alappuzha

Key Responsibilities Support the sales team with back-end operations and coordination.Prepare and maintain sales reports, MIS, and performance trackers.Coordinate with bank branches and internal teams for policy processing.Ensure timely submission of proposals and documentation.Assist in onboarding of new sales staff and providing sales kits.Handle communication related to sales queries and escalations.Maintain databases of leads, clients, and policy status.

Purpose of the Job: To plan and achieve business targets in the area of productivity, new premium, persistency, agent activation etc. Take responsibility for scanning the market for emerging opportunities. To devise and implement sales strategy to promote the productivity of the field force. To promote customer-centric culture among both staff and field force.Job Profile Key Responsibilities: Responsible for quality team development and playing an important role in expanding the market Building Distribution Network: Build a robust and profitable distribution network of Advisors & FLS. Productivity & Activation: To manage productivity and activation of the Advisors within the team. To promote productivity of the field force. Establish good working habits for the force, undertake productivity improvement drives, organize specialized training programs. Recruitment of Advisors to ensure growth and productivity. Responsible for increasing share of business by offering entire range of products by achieving Monthly, Quarterly and Annual target. Managing product mix, persistency, Lead Conversion% etc Managing accurate maintenance & updating database. Achieving goal sheet & contest achievement on weekly basis. Candidate should have a minimum of 1 year of experience in any Field / Banking / Insurance/ Education or Any other sales.

Key Responsibilities Identify and acquire new customers, partners, or business opportunities.Promote and sell life insurance products to meet assigned targets.Build and maintain strong relationships with clients and channel partners.Conduct market research to identify trends and growth areas.Coordinate with internal teams for smooth onboarding and policy issuance.Ensure proper documentation, compliance, and timely reporting.Assist in training and development of sales partners or advisors.

Key Responsibilities Lead and manage a team of field sales executives or advisors.Drive life insurance sales through field visits and lead support.Ensure achievement of sales targets and team productivity.Recruit, train, and motivate field staff or agents.Monitor daily field activities and performance reporting.Build strong relationships with customers and partners.Ensure proper documentation, compliance, and customer service.

Key Responsibilities Visit customers or partners to promote and sell life insurance products.Generate leads through field activities and local networking.Explain policy features and help customers select suitable plans.Assist in completing documentation and policy issuance.Follow up with clients for renewals and service support.Achieve assigned sales and activity targets.Report daily field visits, leads, and conversions to the manager.

Requirement for Insurance Sales ExecutiveTarget 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 Spearhead all lead generation initiative from the bank whether through walk-in, data mining, referrals, etc.

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:Need Freshers /Experienced on Urgent basis !1. Sound knowledge about Life Insurance Sales.2.Good Communication and Interpersonal Skills3.Interest in banking sales / field sales4.Excellent communication skills.5.Should be sales driven.6.High level of energy.

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:Need Freshers /Experienced on Urgent basis !1. Sound knowledge about Life Insurance Sales .2.Good Communication and Interpersonal Skills3.Interest in banking sales / field sales4.Excellent communication skills.5.Should be sales driven.6.High level of energy.For BFSI Operations : Need min 2 yr experienced candidates.