Associate

Job Description

Position Title: Associate Bancassurance

Department: Bancassurance

Employment Type: Third-Party Payroll

Function: Sales & Distribution

Reports to: Team Leader / Branch Manager / Area In-charge

DEI Statement

Celebrating Uniqueness. At GCI, we are committed to creating an inclusive workplace where

every individual is respected, valued, and empowered. We embrace diversity as a strength

and strive to ensure that all employees feel supported, appreciated, and included.

Position Summary

The Associate – Bancassurance will support business generation activities at assigned bank

branches. The role involves assisting branch teams with day-to-day coordination,

documentation, customer interaction, and supporting the sales process to ensure smooth

execution of bancassurance operations.

Key Responsibilities

1. Branch Coordination & Relationship Management

• Assist in managing and strengthening relationships with assigned bank branches.
• Support branch staff with insurance product queries and basic customer servicing

requirements.

• Ensure consistent branch engagement to enable smooth business operations.

2. Sales Support & Business Facilitation

• Support the branch and sales team in lead follow-ups, customer profiling, and

product pitching as guided by supervisors.

• Assist in executing sales strategies at the branch level to achieve monthly business

targets.

• Coordinate documentation, proposal forms, and required compliance checks.

3. Promotion & Activity Support• Assist in branch-level promotional activities to generate leads and enhance product

visibility.

• Support training sessions or product refreshers for branch officials when required.
• Coordinate local campaigns or initiatives planned with the channel partner.

4. Process Management & Reporting

• Maintain MIS, daily activity trackers, call logs, and branch performance updates.
• Ensure accuracy and timely submission of reports to Team Leader/Manager.
• Follow internal processes to ensure smooth policy issuance and customer

onboarding.

5. Market & Competitor Awareness

• Gather basic insights on competitor products and bank activities at the ground level.
• Share relevant observations with reporting managers to support local strategies.

Qualification & Experience Requirements

Education

• Graduate/Under Graduate in any discipline.

Experience

• 0–2 years of experience in Insurance / BFSI / Bancassurance preferred.
• Freshers with strong communication and interested in insurance sales can apply too.

Required Functional Skills

• Basic understanding of sales and customer service
• Good interpersonal and communication skills
• Result-oriented mindset
• Ability to build rapport with branch staff
• Basic computer proficiency Behavioural Competencies
• Relationship-Building
• Problem-Solving
• Customer Orientation
• Accountability & Ownership
• Learning Agility