ASSOCIATE – BANKASSURANCE

Associate – Bancassurance

Employment Type: Full-Time
Experience: 0–5 Years
Department: Bancassurance / Sales / Banking

Education

12th Pass / Any Graduate
B.Com, BBA, B.A., or equivalent qualification preferred.

Job Summary

We are looking for a customer-focused and sales-oriented Associate – Bancassurance to support insurance sales through bank channels, generate leads, interact with customers, explain insurance products, and assist in achieving business targets.

Key Responsibilities
Generate insurance leads through the assigned bank branch and customer base.
Contact customers and understand their insurance and financial protection needs.
Explain suitable insurance products, benefits, features, and policy terms.
Support the sales team in converting leads into insurance business.
Conduct customer meetings and product presentations.
Follow up with prospective customers for documentation and policy processing.
Assist customers with application forms and required documentation.
Coordinate with bank branch staff and insurance operations teams.
Maintain regular follow-up with existing and prospective customers.
Identify cross-selling and up-selling opportunities.
Maintain accurate customer and lead records in CRM.
Achieve assigned monthly sales and business targets.
Prepare daily and weekly sales activity reports.
Ensure sales activities follow company policies and applicable guidelines.