BDM UBI
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Job Location:
Monthly Salary:
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Designation- BDM
Channel- Banca Channel
CTC- 3.25LPA TA Incentives
Location- Jodhpur
Key Responsibilities:
Build and maintain strong relationships with bank staff at the assigned branches.
Drive sales of life insurance products by providing need-based solutions to bank customers.
Conduct regular training and product knowledge sessions for bank staff.
Achieve monthly quarterly and annual sales targets.
Handle walk-in customers at the bank and generate leads through bank databases.
Ensure proper follow-up and documentation for policy issuance.
Maintain a high level of customer service and ensure customer satisfaction.
Coordinate with underwriting operations and other internal teams for smooth policy processing.
Ensure compliance with regulatory and internal guidelines.
Key Performance Indicators (KPIs):
Sales Targets (Premium & Policies)
Activation of Bank Branches
Lead Conversion Ratio
Persistency Rate
Branch Staff Engagement Score
Qualifications and Experience:
Graduate in any discipline (MBA/PG preferred)
1-6 years of sales experience preferably in life insurance or banking
Experience in bancassurance is a plus
Skills Required:
Strong communication and interpersonal skills
Sales and negotiation abilities
Customer-centric approach
Ability to work under pressure and meet targets
Good knowledge of insurance products and market trends.
Channel- Banca Channel
CTC- 3.25LPA TA Incentives
Location- Jodhpur
Key Responsibilities:
Build and maintain strong relationships with bank staff at the assigned branches.
Drive sales of life insurance products by providing need-based solutions to bank customers.
Conduct regular training and product knowledge sessions for bank staff.
Achieve monthly quarterly and annual sales targets.
Handle walk-in customers at the bank and generate leads through bank databases.
Ensure proper follow-up and documentation for policy issuance.
Maintain a high level of customer service and ensure customer satisfaction.
Coordinate with underwriting operations and other internal teams for smooth policy processing.
Ensure compliance with regulatory and internal guidelines.
Key Performance Indicators (KPIs):
Sales Targets (Premium & Policies)
Activation of Bank Branches
Lead Conversion Ratio
Persistency Rate
Branch Staff Engagement Score
Qualifications and Experience:
Graduate in any discipline (MBA/PG preferred)
1-6 years of sales experience preferably in life insurance or banking
Experience in bancassurance is a plus
Skills Required:
Strong communication and interpersonal skills
Sales and negotiation abilities
Customer-centric approach
Ability to work under pressure and meet targets
Good knowledge of insurance products and market trends.
Interested Candidates can send their resume on or
Key Skills
- Business Intelligence
- Children Activity
- Business Analysis
- Corporate Sales
- ABB
- Corporate Development
