About the role
Job Description Bancassurance Frontline Sales Role
Band- 1
CTC- Up to rupees 4 lakhs
JOB SUMMARY :
To Manage the partnership between Bharti Life Insurance and Partner Bank to sell Insurance products by building relationships with Bank staff and Management, meeting sales targets by converting leads, providing training on insurance products and ensuring customer satisfaction. Promoting the brand and capturing higher share of wallet in the Insurance business of Partner bank and meeting New business productivity accomplishing assigned Renewal Targets.
KEY RESPONSIBILITIES :
Build and Maintain strong relationships with Bank staff (Branch seller, Tellers) and key decision makers.
Drive sales growth by managing leads generated from banks branches, converting them into quality business and meeting sales targets.
Working, engaging and connecting with HNI clients for one-on-one selling.
Closing sale and following up on issuance.
Promoting the brand and capturing higher share of wallet in the Insurance business of Partner bank.
Train Bank staff on life insurance concepts and new products introductions to enable them to effectively sell to customer.
Increasing banks customer awareness about Life Insurance solutions and achieve the
targeted penetration.
Monitor Sales performance, SP activation rates and customer persistency to ensure business goals are met.
Drive effectively the Reward and recognition programs launched for the bank staff.
Follow established processes, ensure timely customer connect and coordinate with operations and other department to maintain compliance and customer satisfaction.
Ensure submitting DSR through companys sales report management tool.
Maintain up to date knowledge of all insurance products and company regulations.
Stay informed about industry trends, competitors offerings and regulatory updates
MINIMUM/SPECIFIC EXPERIENCE :
Graduate/ Post Graduate in any discipline
Good communication skills English regional language (mandatory)
Age group: 25-30 years
Min 2 years of Sales experience
Preferably has own conveyance
Previous experience of BFSI industry is preferred
Competencies and Skills -
- Competency- Result Orientation
Definition-
Encourages the team to set challenging yet achievable sales, recruitment and persistency goals (13th and 25th month)
Regularly reviews self and team performance on KPI, incentive targets and provides feedback to help them improve
Recognizes and rewards team members who consistently exceed their sales, recruitment and persistency targets (KPI)
Skillset required-
Goal Setting, Time Management, Target Focus, Performance Review, Feedback Use
- Competency - Sales Orientation
Definition-
Proactively researches and stays updated on new life insurance products and services
Identifies customer needs and recommends appropriate solutions
Develops strong relationships with existing customers to drive repeat business
Meets or exceeds monthly/quarterly sales targets
Skillset required-
Product Knowledge, Prospecting, Communication, Customer Understanding, Closing Skills
- Competency- Customer Delight
Definition-
Proactively identifies and addresses customer needs and concerns
Knows customer segments in the locality and develops strong relationships with customers to foster loyalty and trust
Provides product knowledge training to sales team to enhance customer experience
Analyzes customer feedback and implements improvements to processes and services
Skillset required-
Customer Service, Relationship Building, Active Listening, Problem Solving, Feedback Handling
- Competency- Work Ethics
Definition-
Promotes a culture of integrity and ethical behavior within the team
Ensures sales practices comply with relevant laws, regulations, and industry standards
Provides guidance to sales representatives on ethical dilemmas and decision-making
Takes prompt action to address any unethical conduct or misconduct towards brand values
Skillset required-
Integrity, Compliance, Fairness, Responsibility, Ethical Behavior
- Competency - People and Team Leadership
Definition-
Communicates a clear vision and strategy for the team to achieve organizational objectives
Motivates and inspires the team to perform at a high level
Delegates tasks and responsibilities effectively to leverage team members' capabilities
Provides constructive feedback and coaching to help team members develop their skills
Skillset required-
Motivation, Teamwork, Delegation, Coaching, Support
- Competency - Recruitment/Distribution Skills
Definition-
Proactively identifies and maintains a diverse pipeline of potential advisors and partners using established criteria, competitor mapping, and professional networking.
Develops and delivers a compelling value proposition that clearly articulates the career opportunity, compensation, and support structure, effectively influencing and convincing high-potential advisors and partners to join the team.
Skillfully anticipates and manages advisor objections through clear communication, factual evidence, and motivational techniques.
Effectively leverages existing networks, professional referrals, and natural market opportunities to consistently generate quality leads for distribution expansion.
Demonstrates the ability to attract established and high-performing distributors or teams from competitor organizations by highlighting the unique advantages and growth opportunities the company offers.
Ensures a good selection process is followed, and successful recruits are smoothly integrated by providing initial training and necessary resources to facilitate a fast start in the role.
Skillset required-
Lead Generation, Networking, Prospecting, Communication, Interviewing
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