Banking Officer Job Vacancies in Pathanamthitta

Generate Revenue by getting business from leads generated through assigned 4-5 Bank. Cascade the incentive programs to Banks StaffResponsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy documentDevelop new markets/ segments in line with company sales strategy from time to time.Build a good customer base in order to cross-sell & up-sell.Build long term relationship with the bank staff.

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

Designation- Sales Development ManagerCTC- 5 LPAKey Responsibilities:Branch Engagement: Manage and activate assigned bank branches to drive life insurance sales.Sales Enablement: Support branch teams by conducting product training, sales pitch demonstrations, and joint customer calls.Lead Management: Help generate, qualify, and convert leads through the banks customer base and walk-ins.Target Achievement: Meet or exceed monthly and quarterly targets for premium, number of policies, and branch activation.Customer Relationship: Ensure excellent customer experience from lead generation to policy issuance and after-sales support.Reporting: Maintain accurate sales records and submit daily/weekly performance reports.Compliance: Ensure adherence to regulatory and internal compliance standards.Key Performance Indicators (KPIs):Premium and policy count achievementActivation of assigned branches and staffNumber of joint sales calls conductedPolicy persistency and quality of businessCustomer satisfaction and turnaround time (TAT)Desired Candidate Profile:Graduate (MBA or PG preferred)14 years of experience in life insurance or BFSI sales (preferably in banca)Excellent communication, influencing, and relationship-building skillsGoal-oriented and self-motivatedGood understanding of insurance products and bank branch operationsWillingness to travel and work across multiple bank locationsInterested candidates can share their resume on anjali.gussain@skywingadvisors.com or 9997994284