Array ( [0] => bancassurance-manager [1] => goa ) Bancassurance Manager Jobs in Goa,Bancassurance Manager Job Vacancies in Goa
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Bancassurance Manager Job Vacancies in Goa

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Bancassurance Officer (1-6 Years)

Skywings Advisors Private Limited

  • 1 - 6 yrs
  • 3.0 Lac/Yr
  • Goa
Banca Bancassurance Sales Life Insurance
Key Responsibilities:Generate insurance business from assigned bank branchesBuild and maintain relationships with bank staff to drive insurance salesConduct joint calls with bank employees to pitch insurance products to customersProvide training and product knowledge to bank staffAchieve monthly and quarterly sales targetsEnsure high levels of customer satisfaction and serviceHandle post-sales documentation and customer queriesMaintain MIS reports and sales records as per guidelines
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Banking Insurance Insurance Sales Financial Services Casa Mutual Funds Sales Incharge Loans NBFC Microfinance Walk in
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 Spearhead all lead generation initiative from the bank whether through walk-in, data mining, referrals, etc.
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Insurance Officer

Skywings Advisors Private Limited

Bancassurance Banca Life Insurance
Key Responsibilities:Develop and maintain strong working relationships with bank branch staff.Drive insurance sales through the assigned bank branches.Identify cross-selling and upselling opportunities with bank customers.Conduct regular training sessions and joint sales calls with bank employees.Ensure compliance with internal and regulatory guidelines.Monitor and achieve sales targets as per the business plan.Resolve partner and customer queries in a timely manner.Report daily/weekly/monthly sales performance to the management.Work closely with internal teams for policy issuance, claims, and service support.
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Credit Life Officer

Skywings Advisors Private Limited

Bancassurance Banca Sales Credit Life Life Insurance Direct Sales Direct Channel Agency Channel Customer Relationship Relationship Management
Key Accountabilities 1. Sales: Accept leads generated from in-branch lead generators as well as warm leads provided by the bank from the database as well as generate own leads. Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the companys product range, gain customer agreement to purchase, accurately complete sales documentation.2. Incentive programs: Cascade the incentive programs & ensure complete success in implementation of the same3. Sales completion process: Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document4. Cross Sell/ Up-Sell: Build a good customer base in order to explore opportunities to cross-sell & up-sell, Obtain referral to further prospects where appropriate.5. Relationship Building: Build long term relationship with the bank staff & clients by responding appropriately to all bank/client queries either directly received or forwarded by the service company. 6. Customer Relationship Management: Arrange meetings of banks branch managers & staff with existing clients at least once a year, acknowledging birthdays & anniversaries to review their financial circumstances & life insurance needs as well as to obtain referrals to further prospects.7. After Sales Service: Accept & follow up on suggestions, request & complaints received from clients, ensure claim requests are serviced8. Performance review: Proactively ensure performance review by submitting various sales reports as per agreed frequencies in order to ensure performance targets are achieved & exceeded, ensure meetings with manager to agree on targets & to review performance. 9. Supporting colleagues & bank sales team: Support other Relationship Managers and the bank sales team requested by the sales manager by coaching them in company knowledge, accompanying them on client visits.
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Opening For Senior Relationship Manager

Skywings Advisors Private Limited

Life Insurance Insurance Bancassurance Banka Banca
Dear Candidateswe are hiring for the leading life insurance company. Channel - BancaJob Responsibility- Responsible for Business Target achievement through assigned Banca partners branches.Responsible for managing overall business for assigned area which involves business development, sales, relationship management, operational and training support, identifying new business opportunities and meeting overall target assigned on new business.Responsible to establish productive, professional relationship with key personnel of assigned branches of partners branches.Responsible for all operations, customer servicing and customer retention activities for the assigned branches of partners branches.Requirements- Min 1yr experience in life insurance - bancassurance is mandatory.Qualification- Min GraduationAge - 21 to 38 yrsCTC - Upto 5LPA plus 6000 travel allowances Location: BHANDARA, (Nariman Point, Kandivali) - Mumbai, PanjimIf interested, kindly share your resume on 9759214470 or mail on skywingsadvisors38@gmail.comRegardsAnjali
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Banca Sales Bancassurance Bancassurance Manager BFSI Life Insurance Life Insurance Sales Agency Development Manager Banking Sales Field Sales Field Sales Manager Agency Channel Manager Marketing Manager Business Development Manager Walk in
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.
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