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Job description

Role & responsibilities Key Responsibilities1. Business Delivery • Achieve assigned sales targets (NOP, Revenue, case count, product mix) through partner bank branches • Drive Life Insurance penetration within mapped bank branches • Focus on high-quality business acquisition and persistency 2. Partner Relationship Management • Build and nurture strong working relationships with key stakeholders at partner banks • Act as a single point of contact for the bank on all insurance-related matters • Ensure alignment with partner bank priorities and identify growth opportunities 3. Sales Enablement & Capability Building • Conduct regular training sessions for bank staff on life insurance products, sales pitches, and compliance • Work closely with relationship managers/branch teams during customer meetings to drive closures 4. Branch Activation & Engagement • Increase activation of mapped branches and improve productivity per branch • Plan and execute joint sales activities, campaigns, and customer engagement initiatives • Ensure regular branch visits and structured engagement with frontline teams 5. Pipeline & Lead Management • Work closely with bank teams to generate quality leads and maintain a strong pipeline • Track and monitor lead conversion ratios and take corrective actions • Leverage data to identify opportunities for cross-sell and upsell 6. Governance & Compliance • Ensure adherence to regulatory guidelines and company policies • Maintain quality of sales and documentation standards • Drive ethical sales practices across partner teams 7. Reporting & Review • Provide regular updates on business performance, branch productivity, and sales funnel • Analyze trends and take proactive actions to address gaps • Participate in periodic reviews with internal and external stakeholders Preferred candidate profile Experience • 2- 8 years in Life Insurance / Bancassurance / BFSI Sales • Strong experience in managing bank channel partnerships (preferably SIB, ESAF, Bandhan Bank, AU or similar institutions) • Proven track record of achieving sales target