Insurance Job Vacancies in Kodagu

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.

The Sales Consultant is responsible for selling new vehicles with the objective of achieving Volume and Customer Satisfaction standards. Assist customers in determining vehicle needs and completing financing paperwork, wherever applicable. Build customer loyalty and increase Customer Satisfaction through professionalism, trustworthiness, sincerity, positive attitude and a business-like appearance in every customer touch point.

We're looking for Insurance Claim Investigator(Part Time) across KARNATAKA. Ability to work effectively with various company disciplines in order to provide results to the clients. Strong communication and negotiation skills. Initially will be recruited as part time agent based on performance will be converted to full time employee.

Designation- Relationship managerCTC- 3.5 LPAKey Responsibilities:Sales Growth & Target Achievement:Drive sales of life insurance products through the banca channel.Meet or exceed sales targets and KPIs set by the company.Develop and implement sales strategies to maximize business opportunities.Relationship Management:Build and maintain strong, long-term relationships with key bank partners.Collaborate with the banks sales and branch teams to generate leads and increase sales.Conduct regular training sessions for bank staff on life insurance products and sales techniques.Training & Support:Ensure that bank employees are fully equipped with product knowledge, sales tools, and techniques.Provide ongoing support to the banks sales team and guide them through the sales process.Lead Generation & Conversion:Proactively generate leads through bank branches and customer networks.Convert leads into customers by recommending appropriate insurance solutions.Compliance & Documentation:Ensure compliance with regulatory guidelines, internal policies, and bank protocols.Oversee the complete process of documentation, policy issuance, and follow-ups with customers.Market Insights & Reporting:Monitor competitor activities and industry trends.Provide market feedback to senior management for strategic planning.Prepare and submit regular sales reports, tracking KPIs and progress towards targets.Customer Service & Retention:Ensure high-quality customer service by addressing client queries and concerns.Focus on retaining existing clients by promoting renewals and cross-selling products.Interested candidate can share their resume on ishita.yadav@skywingsadvisors.com or 9997994284

The Bancassurance Officer will be responsible for driving sales of insurance products through bank channels. The role involves collaborating with bank staff to identify and develop potential customer opportunities, ensuring high conversion rates, and meeting sales targets.Key Responsibilities:Promote and sell insurance products (life, health, etc.) through bank branches.Provide product knowledge and training to bank staff.Build and maintain relationships with customers, understanding their financial needs.Achieve monthly and annual sales targets.Cross-sell insurance products to bank clients.Monitor and support the insurance process from application to policy issuance.Ensure compliance with regulatory requirements and internal policies.Interested candidates can share resume on ishita.yadav@skywingsadvisors.com or 9997994284

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.