Professional Documents
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CTC : 3.72 LPA ( 3 Lakhs Fixed + upto 72K- Travel Allowance + Sales Incentives)
Eligibility: Any Graduate till 2023. English & Hindi / Regional Language Communication Skills needed.
Responsibilities:
Partnership Development:
● Cultivate and maintain strong relationships with bank representatives and staff.
● Collaborate with banking partners to identify opportunities for cross-selling
insurance products.
Client Consultation:
● Work closely with bank clients to understand their insurance needs.
● Provide expert advice on insurance options that align with clients' financial goals.
Quoting and Proposal Development:
● Prepare and present insurance quotes to bank clients.
● Coordinate with banking partners to integrate insurance offerings seamlessly into
the overall financial planning process.
Sales and Closing:
● Utilize effective sales techniques to secure insurance sales through banking
channels.
● Provide support to banking partners in promoting and selling insurance products.
Market Analysis:
● Stay informed about market trends and competitor products.
● Collaborate with the marketing team to develop strategies that align with current
market demands.
Documentation and Compliance:
● Ensure all sales-related documentation complies with regulatory requirements.
● Stay updated on changes in insurance and banking regulations.
Qualifications:
Benefits:
If you are a motivated professional looking to combine your expertise in insurance sales with a
collaborative banking environment, we invite you to apply and contribute to the success of our
innovative BANKA Insurance Sales team.