Job Description
What you’ll do
Roles and Responsibilities
JOB DESCRIPTION
POSITION / DESIGNATION Business Development Manager - Bancassurance
JOB RESPONSIBILITIES The Business Manager has the responsibility of driving sales and achieving the
sales target for the assigned bank branches
Target Achievement
• Drive sales and achieve targets through the bank branches
• Selling company’s product
Sales Support
• Support the CRO in his sales effort, in terms of generating benefit
illustrations, accompanying on client calls if required etc
Relationship Management
• The Bank is the key customer of the Business Manager and he has to
engage an open and trusting relationship with the Branch
Managers/officers/staff
• Engage the employees of the bank branches in regular discussions to
transfer knowledge about insurance, Company’s product offerings and
understand their issues/ concerns about selling insurance (if any)
• Ensure that all service requirements are met, medicals facilitated and
customers are satisfied.
Lead Generation
• Spearhead all lead generation initiative from the bank – whether through walk
in, data-mining, referrals and others.
KEY PERFORMANCE INDICATORS
QUALITATIVE • Achieving sales targets
• Activate & Penetrate branches for Insurance Sales
• Arranging training programs for bank staff on products and selling skills
• Increasing productivity of bank branch
QUANTITATIVE • Achievement of Monthly / Quarterly / Half yearly and Annual Sales Target
PREFERRED CREDENTIALS
WORK EXPERIENCE 2-4 years In Insurance / Banking / Finance / FMCG / NBFC / Pharma Sales and
Freshers.
AGE Below 35 years
QUALIFICATIONS Diploma, Graduates / MBAs of formal education is desirable.
COMPETENCIES Result Orientation
Leadership Skills
Customer Orientation
Interpersonal and Communication Skills
Energy, Drive and Initiative
Cost and Quality Consciousness
Roles and Responsibilities
JOB DESCRIPTION
POSITION / DESIGNATION Business Development Manager - Bancassurance
JOB RESPONSIBILITIES The Business Manager has the responsibility of driving sales and achieving the
sales target for the assigned bank branches
Target Achievement
• Drive sales and achieve targets through the bank branches
• Selling company’s product
Sales Support
• Support the CRO in his sales effort, in terms of generating benefit
illustrations, accompanying on client calls if required etc
Relationship Management
• The Bank is the key customer of the Business Manager and he has to
engage an open and trusting relationship with the Branch
Managers/officers/staff
• Engage the employees of the bank branches in regular discussions to
transfer knowledge about insurance, Company’s product offerings and
understand their issues/ concerns about selling insurance (if any)
• Ensure that all service requirements are met, medicals facilitated and
customers are satisfied.
Lead Generation
• Spearhead all lead generation initiative from the bank – whether through walk
in, data-mining, referrals and others.
KEY PERFORMANCE INDICATORS
QUALITATIVE • Achieving sales targets
• Activate & Penetrate branches for Insurance Sales
• Arranging training programs for bank staff on products and selling skills
• Increasing productivity of bank branch
QUANTITATIVE • Achievement of Monthly / Quarterly / Half yearly and Annual Sales Target
PREFERRED CREDENTIALS
WORK EXPERIENCE 2-4 years In Insurance / Banking / Finance / FMCG / NBFC / Pharma Sales and
Freshers.
AGE Below 35 years
QUALIFICATIONS Diploma, Graduates / MBAs of formal education is desirable.
COMPETENCIES Result Orientation
Leadership Skills
Customer Orientation
Interpersonal and Communication Skills
Energy, Drive and Initiative
Cost and Quality Consciousness
💡 Quick Summary
Seeking a career-building opportunity? The Business Development Manager| Bancassurance position is now open for candidates interested in the Bank Jobs sector. This role in Jodhpur offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.