Unit Manager - Banca channel - Call @ 9677419911(Biniya)

Key Responsibilities

• Generate life insurance business through assigned bank branches.
• Build strong relationships with Branch Managers, Relationship Managers, and bank staff.
• Cross-sell life insurance products to the bank's existing customer base.
• Conduct customer meetings and provide suitable insurance solutions.
• Achieve monthly, quarterly, and annual sales targets.
• Source and convert leads generated by bank branches.
• Conduct joint sales calls with bank officials to acquire new customers.
• Organize branch activation activities and customer awareness programs.
• Ensure timely policy issuance and excellent customer service.
• Maintain daily sales reports, lead trackers, and MIS records.
• Drive product knowledge sessions for bank staff.
• Ensure compliance with company and regulatory guidelines.

Desired Profile

• Graduate in any discipline.
• 1–5 years of experience in Banking, Insurance, BFSI, Sales, or Banca Channel.
• Strong communication and relationship-building skills.
• Ability to work closely with bank partners and customers.
• Target-oriented with a customer-centric approach.
• Good presentation and negotiation skills.
• Local market knowledge preferred.

. Skillset Required: unit , banca , bancass, casa sa, cross selling, nbfc, bfs, direct , agency c, relationship