Bancassurance Job Vacancies in Kottayam

We are Urgently Looking for Relationship Manager (sell Life Insurance)

Key Responsibilities Build and manage strong relationships with customers or channel partners.Understand client needs and recommend suitable life insurance plansDrive sales and achieve assigned targets (policy count & premium).Provide after-sales service, including policy servicing and renewals.Coordinate with internal teams for smooth policy processing.Ensure customer satisfaction and handle queries or complaints.Maintain records and share daily activity and performance reports.

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.

Required - Growth Officer-BANCA - Any degree,BFSI,NBFC

Key Responsibilities Evaluate loan/credit applications and assess borrower eligibility.Analyze financial documents, credit reports, and repayment capacity.Approve or recommend loans as per policy and risk guidelines.Maintain accurate records and documentation for all credit decisions.Monitor loan disbursements, repayments, and overdue accounts.Coordinate with sales, verification, and underwriting teams.Ensure compliance with regulatory norms and internal credit policies

Key ResponsibilitiesLead, manage, and motivate the sales team to achieve business targets.Drive life insurance sales through effective planning and execution.Monitor daily sales activities, performance, and productivity.Recruit, train, and develop sales officers or agentsBuild strong relationships with customers and channel partners.Ensure compliance with company policies and regulatory norms.Analyze sales data and provide strategic inputs to management.

Designation- Bancassurance ManagerCTC- 5 LPAKey Responsibilities:Sales Management: Drive life insurance sales across designated bank branches through effective relationship management and branch activation.Bank Partner Relationship: Build and maintain strong working relationships with branch managers and bank employees to enhance business generation.Lead Generation & Conversion: Work closely with bank teams to identify customer needs, provide product solutions, and close sales through joint calls.Training & Engagement: Conduct regular training and refresher sessions for bank staff on life insurance products, sales processes, and compliance.Target Achievement: Achieve assigned monthly and quarterly business targets (premium, policy count, and lives covered).Customer Service: Ensure smooth onboarding of customers, post-sale documentation, and prompt resolution of queries.Compliance & Reporting: Adhere to company and regulatory policies. Maintain accurate MIS and share daily/weekly/monthly performance updates.Key Performance Indicators (KPIs):Sales Targets (Annualized Premium, Policy Count)Activation and Engagement of Bank BranchesNumber of Joint Calls and Training SessionsPersistency and Quality of BusinessTAT in Proposal Submission and IssuancePartner Bank Relationship Score (if applicable)Desired Candidate Profile:Graduate / Postgraduate (MBA preferred)25 years of experience in Life Insurance, preferably in Bancassurance/Banking ChannelStrong interpersonal and communication skillsAbility to build rapport with partner teams and motivate themStrong business acumen and problem-solving abilityWillingness to travel across assigned branchesInterested candidates can share their resume on anjali.gussain@skywingadvisors.com or 9997994284

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.

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.

Description Responsible for business target achievement through sale of life insurance products to customers of partner branched Responsible for branch activation & lead generator (LG) activation through regular engagement with partner branch staff. Conduct regular sales activities within branch and catchment areas to generate leads from territory. Maintain discipline & rigor of daily sales activities DSR & LMS input. Ensure adherence to end to end business process with in the specified timelines. Adhering to regulatory requirements & monitoring quality of business. Ensure timely resolution of queries and complaints, and controlling the instances of adverse customer experience.Skill & Knowledge required Should be presentable with good communication skills. Should be good at relationship building/management. Should have excellent communication, inter personal and managerial skills. Should have understanding of Insurance and related financial market products. Local navigation skills of Present city. Ability to work effectively in highly demanding and competitive environment.