sales manager-Insurance-CTC Upto 5 lpa-Kerala
Job Description
Key Responsibilities
Bank Relationship Management
• Develop and sustain strong working relationships with branch managers and bank staff.
• Serve as the primary liaison between the bank and the insurance company.
• Drive active participation of bank branches in insurance sales activities.
Sales & Business Development
• Grow life insurance sales using the bank’s customer base.
• Meet assigned performance targets across premium, policy count, and revenue.
• Assist bank staff in identifying potential customers and converting insurance leads.
Training & Support
• Deliver ongoing training on products and processes to bank staff.
• Provide on-ground sales support and participate in joint customer meetings.
• Motivate bank teams to increase insurance penetration.
Customer Handling
• Help customers with policy explanations, documentation, and issuance support.
• Ensure excellent customer service and prompt resolution of customer queries.
• Support policy renewals and maintain persistency.
Compliance & Reporting
• Ensure compliance with IRDAI guidelines and company policies.
• Maintain accurate sales records and submit MIS reports.
• Ensure documents are maintained correctly and remain audit-ready.
Desired Candidate Profile
• Graduate in any discipline (MBA preferred).
• 1–4 years of experience in bancassurance, banking sales, or life insurance.
• Strong communication, relationship-building, and negotiation skills.
• Willingness to travel and work closely with bank branches.
Key Skills
• Bancassurance sales
• Relationship management
• Insurance product knowledge
• Lead conversion
• Target-driven approach
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