Sales Manager- Banca Channel

Role & responsibilities

• Generate health insurance business through leads shared by Bank Relationship Managers (RMs).
• Build strong working relationships with branch RMs and bank staff to drive consistent lead generation.
• Engage with prospective customers referred by RMs, understand their protection needs, and recommend suitable health insurance solutions.
• Conduct virtual sales discussions through calls/video interactions and convert leads into policy issuance.
• Ensure regular follow-up on leads received from RM and branch channels to maximize conversion.

Preferred candidate profile

• Experience in Bancassurance, Banking Sales, Health Insurance, Life Insurance, or BFSI Sales.
• Strong relationship management skills
• Good communication, sales, and customer handling skills.