The role involves developing strategies to sell life insurance products such as investment-linked savings, health, and protection through bank branches
Job Summary
The role involves developing strategies to sell life insurance products such as investment-linked savings, health, and protection through bank branches.
Candidates must act as a liaison between the bank and insurance company while training bankers on underwriting processes and sales techniques.
The position requires ensuring all sales processes comply with regulatory guidelines and preventing mis-selling while maintaining accurate records.
Matching Summary
The role involves developing strategies to sell life insurance products such as investment-linked savings, health, and protection through bank branches.
Skills & Requirements
Must-have
PCE & CEILI qualification required
3-7 years bancassurance experience
Life insurance product knowledge
Regulatory compliance and KYC norms
Cross-selling strategy implementation
Nice-to-have
Strong leadership and motivation skills
Proactive and flexible attitude
Excellent negotiation abilities
CRM tools proficiency
Passion for achieving sales targets
Key Requirements
Recognized diploma or degree in any field
Must possess PCE & CEILI qualification
Minimum 3-7 years of working experience in Bancassurance/Insurance/Banking Sales