Unit manager- banca call

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profile Job Location:

Bengaluru - India

profile Monthly Salary: Not Disclosed
Posted on: 6 hours ago
Vacancies: 1 Vacancy

Job Summary

Roles & Responsibilities

  • Develop and maintain strong relationships with bank branch staff and officials.
  • Generate health insurance business through assigned bank branches.
  • Achieve monthly and yearly sales targets assigned by the company.
  • Lead generation through walk-in customers and bank database.
  • Conduct customer meetings and explain suitable health insurance products.
  • Cross-sell and upsell health insurance policies to bank customers.
  • Ensure proper customer service and policy documentation.
  • Conduct training and motivation activities for bank employees.
  • Maintain daily sales reports and update management regularly.
  • Build long-term customer relationships for renewals and references.
  • Ensure compliance with company and IRDA guidelines.

Desired Profile

  • Graduate in any discipline.
  • Minimum 1–3 years of experience in Insurance / Bancassurance / Banking Sales.
  • Good communication and relationship-building skills.
  • Sales-oriented with target achievement mindset.
  • Candidate with health insurance experience will be preferred.
  • Strong presentation and customer handling skills.
  • Local market knowledge is an added advantage.
  • Ability to work independently and as part of a team.
  • Male/Female candidates can apply.
  • Immediate joiners are preferred.

Required Skills:

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Roles & ResponsibilitiesDevelop and maintain strong relationships with bank branch staff and officials.Generate health insurance business through assigned bank branches.Achieve monthly and yearly sales targets assigned by the company.Lead generation through walk-in customers and bank database.Conduc...
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