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.


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