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