Bancassurance Channel
⚫ Manage sale through bancassurance channel with multiple branches
of banks assigned.
⚫ Attend walk in customers and guide them about investment benefit
and plans of life insurance.
⚫ Achieve set business targets by coordinating with banker / RM
⚫ Meet HNI / NRI Customers of the Bank for Business generation for
life insurance sales.
⚫ Work jointly with the Branch Manage on Business Implementation
plan and goal sheet.
⚫ Taking responsibility of the business growth.
⚫ Establishing & strengthening relationship with Bank branch manager
& staffs to gain leads
⚫ fulfilling leads of the area & prospecting new business from the
assigned areas.
⚫ Ensure compliance to internal sales process & other defined sales &
service standards