Bancassurance Job Vacancies in Udupi

Key Responsibilities:Build strong relationships with branch managers and banking staff of partner banks.Drive life insurance sales through the banca channel by motivating and training bank staff.Conduct regular meetings, presentations, and joint calls with bank employees.Achieve monthly and annual sales targets for life insurance products.Provide after-sales service and ensure high customer satisfaction.Ensure compliance with regulatory and organizational guidelines.Generate leads through bank walk-ins and convert them into successful closures.Coordinate with internal underwriting, operations, and support teams for policy issuance and customer service.

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 requiredRESPONSIBILITIES & 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

Sales Development Manager - BancassuranceEducation : Graduation / PG Must. (15 years Education)Age: 21 to 40Experience: Min 1 year to 8 years Experience in Field sales. BFSI Experience is preferred.Two wheeler Must.JD: Individual role / Team Handling.Need to recruit team and Handling Team.All leads are provided by Channel partners.Needs to meet customers in person and maintain good relationship with customers. Achieving annual basis targets in system.CTC + Attractive Incentive + On roll JobIf you are Interested Send CV to mail id or What's up CV.Refer your Friends.

Sales Development Manager - BancassuranceEducation : Graduation / PG Must. (15 years Education)Age: 21 to 40Experience: Min 1 year to 8 years Experience in Field sales. BFSI Experience is preferred.Two wheeler Must.JD: Individual role / Team Handling.Need to recruit team and Handling Team.All leads are provided by Channel partners.Needs to meet customers in person and maintain good relationship with customers. Achieving annual basis targets in system.CTC + Attractive Incentive + On roll JobIf you are Interested Send CV to mail id or What's up CV.Refer your Friends.

Designation- Corporate Agency ManagerCTC- 3.50 LPAKey Responsibilities:Relationship Management: Build and manage strong relationships with branch managers and bank staff to ensure consistent business growth.Sales Enablement: Drive sales of life insurance products through bank partner branches by conducting joint calls, training sessions, and lead generation activities.Business Target Achievement: Ensure achievement of monthly, quarterly, and annual sales targets in terms of premium and policies.Training & Development: Provide product knowledge and sales process training to partner staff on a regular basis.Customer Support: Support the bank team in resolving customer queries, ensuring smooth onboarding and high satisfaction.Reporting: Maintain accurate records of leads, business conversion, and daily branch activities. Provide timely MIS to internal and partner stakeholders.Compliance: Ensure business is conducted in line with regulatory and organizational standards.Key Performance Indicators (KPIs):Sales Target Achievement (Premium and Policies)Branch Activation and EngagementNumber of Joint Sales Calls and Training ProgramsPersistency Ratio and Quality of BusinessTAT in Policy Issuance and Customer ServicePartner Satisfaction ScoreDesired Candidate Profile:Graduate (MBA/PG preferred)14 years of experience in life insurance sales, preferably in banca or BFSI channelStrong interpersonal and communication skillsGood relationship management and influencing abilitiesGoal-oriented and self-driven personalityWillingness to travel across assigned branchesInterested candidates can share their resume on anjali.gussain@skwingadvisors.com or 9997994284

The role is to create a team of outstanding sales executives and effectively lead, manageand coach them towards achieving sales targets.Principal Accountabilities:Key activities and decision making areas Typical Targets and MeasuresImpact on the Business / FunctionPlan daily goals both for the team as well as individually & worktowards achieving them.Hiring of the Sales team. Managing sales in a result-focused environment.Making effective sales presentations and closing deals.Identifying potential customers and new business opportunities.Constantly liaising with other departments for smooth functioning.Maintaining own awareness of product in order to sell effectively.Identify competency gap and scheduling of refresher training.Maintaining daily, weekly & Monthly MISDaily monitoring with all Teams(Relationship Managers) about yesterdays performance & todays targets.Premium per executive, per weekConversion rate, Product Mix, persistency, retention of team and a high % of executives exceeding planned productivity standardCustomers / StakeholdersTimely response to internal and external queries.Understands own role and how it relates to team and the final outcome of any Leadership& TeamworkLead, coach and motivate a team that collaborates effectively across functions in the Company to achieve desired resultsCreating an environment where people want to do great work by motivating staff, demonstrating teamwork by giving subordinates greater ownership and autonomy to deliverobjectives and continuously upgrade team caliberTo work effectively and consistently as part of a team And to improve over all teamperformanceOperational Effectiveness & ControlMajor Challenges (The challenges inherent in the role that require a continual test of the role holders abilities) Sales Target deliveryRole Context (The environment and operating conditions of the role including the extent of guidance andauthority)Create a team of outstanding sales executives