Bancassurance Manager Job Vacancies in Kottayam

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

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

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 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.

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.

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.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