Bancassurance Manager Job Vacancies in Kerala

Generate Revenue by getting business from leads generated throughassigned 4-5 Bank. Cascade the incentive programs to Banks Staff Responsible for sales completion by facilitating completion of medicalreports & ensuring prompt issue of policy document Develop new markets/ segments in line with company sales strategy fromtime to time.

Generate revenue from 4-5 assigned banks.* Promote incentive programs to bank staff.* Complete medicals to ensure policy issuance.* Explore new markets and segments.* Build customer base, cross/upsell, and maintain bank relations.

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

Drive Sales Targets By Engaging with Customers Through Calls & Virtual PlatformsPromote and Support Bank Staff Incentive ProgramsManage & Develop Customer Relationships VirtuallyCross-sell & Up-sell Life Insurance Products Effectivelyrequirements:Minimum 1 Year of Experience in Life Insurance / Bancassurance Graduation is MandatoryAge Limit: Up to 34 YearsGood Communication & Convincing Skills

Key Responsibilities:Identify and acquire new clients for business products/servicesBuild and maintain strong client relationships for long-term engagementUnderstand client needs and offer appropriate financial or business solutionsFollow up on leads generated through various channels (online/offline)Maintain regular contact with existing customers to ensure satisfaction and upsellingAssist in documentation, onboarding, and post-sales supportCoordinate with internal teams to resolve client queries or issuesMeet daily/weekly/monthly sales and relationship goalsMaintain accurate client data and activity logs in CRMRepresent the company at client meetings, events, and partner engagements

Hiring for leading life insurance companyBanca ChannelCTC 4 to 4.5Relationship OfficerAmisha Thapa9027883985

Need Freshers /Experienced on Urgent basis !Skills Preferred :1. Sound knowledge about Life Insurance Sales.2.Good Communication and Interpersonal Skills3.Interest in banking sales / field sales4. High level of energy /should be sales drivenResponsibilities :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.

KEY RESPONSIBILITIES:Service through relationship management?Establishing and strengthening relationships with the allocated customerbase.?sales of Insurance/ Mutual Funds/ CASA/ Investments/ Loans/ Real Estate.?Ensure retention of in his/her allocated book of relations (existingcustomer database).?Act as a single point of contact for customers for any customerquery/complaint.?Identifying financial goals of customers and providing financial planningassistance.?Competition Analysis for giving professional advice to the customer?Fix self appointments every day from the given customer database as per thecampaign?Team Development (Subject to assessment)Sales? Focus on cross-sell & up-sell opportunity in allocated customers.? Ensure successful completion of licensing as per MLI standards ?Basic Computer Knowledge.Please share your resume or on Whatsapp#We don't charge any kind of fee for application from the candidate.

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.

Looking for Sales Manager Bancassurance Channel with minimum of 1 yr experience in Banca channelCTC upto 3.5 Age Below 30 yrsNotice Period Immediate to 30 days

Key Responsibilities:Drive sales and achieve targets through bank branches.Build strong relationships with bank staff.Assist customers in selecting life insurance products.Implement sales strategies with branch managers.Maintain sales records and prepare reports.Ensure compliance with regulations.Qualifications:Bachelor's degree mandatoryProven sales experience, preferably in insurance or banking.Strong communication and interpersonal skills.Goal-oriented with a proactive approach.Why Join Us?Competitive salary and performance incentives.Comprehensive health insurance and retirement benefits.Opportunities for professional development and career growth.Collaborative and supportive work environment.

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.

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.

Key Responsibilities Evaluate loan or credit applications based on financial and risk assessments.Analyze customer income, credit history, and documentation.Approve or recommend credit decisions as per policy guidelines.Ensure proper documentation, compliance, and data accuracy.Coordinate with sales, underwriting, and operations teamsMonitor loan disbursements, repayments, and overdue accountsMaintain credit files and prepare reports for audits and reviews.

Key Responsibilities:Drive insurance sales through assigned bank branches by building strong relationships with bank staff.Achieve monthly and quarterly sales targets for life/health/general insurance products.Train and motivate bank branch staff to generate leads and refer clients for insurance solutions.Conduct joint customer meetings with bank relationship managers to pitch relevant insurance offerings.Ensure timely follow-up with leads, proposal conversion, and policy issuance.Coordinate with underwriting, operations, and claims teams to provide seamless service to bank customers.Track daily performance, maintain MIS reports, and provide regular updates to senior management.Conduct product awareness campaigns and sales promotions at the branch level.Ensure compliance with IRDAI regulations and internal company policies during sales and documentation

Key Responsibilities Assess and evaluate loan applications and customer creditworthiness.Analyze financial documents, credit scores, and risk factors.Recommend approval or rejection of credit/loan proposals.Ensure compliance with lending policies and regulatory guidelines.Coordinate with sales, verification, and underwriting teams.Maintain accurate records of credit decisions and documentation.Monitor repayment schedules and handle delinquency cases if required.

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.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/- Life Insurance.Required Skills:Excellent communication skills.Should be sales driven.High level of energy.

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.

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.