Job Description

Job Description: Position: Sales Manager (Retail) Channel: Bancaa Location: [Bangalore & Mangalore] Reports to: Territory Head/ Regional Head Band SA1 to SA3 Across all locations SA4 - metro locations SA5 - only in exception cases Job Summary: The Sales Manager is responsible for driving Bancaa insurance sales through the Bassein Catholic Co-operative bank, The Bharat Co-operative Bank & Mahesh Co-operative Bank branches, developing strong relationships with bank staff, and ensuring the achievement of sales targets. The role requires maintain strong relationship with Bank employees & customers and collaborating to promote insurance products to customers. Key Responsibilities: Visiting Bassein Catholic Co-operative bank, The Bharat Co-operative Bank & Mahesh Co-operative Banks and generating minimum 2 prospects on daily basis. Qualifications & Experience: Bachelors degree. 1-3 years of experience in sales, (Freshers will also be considered with good communication skills and zeal to achieve attitude). Key skills: Maintain punctuality and discipline as per norms Generate leads through Branches of Banca Partner Conduct customer engagement activities as per plan Work on Leads and update the same on LMS Fact finding and need analysis Carry out financial planning activity Prepare and present the financial solution Support in Execution of the financial plan Providing post sale service to the customer Collection of due renewal premium Share reports and MIS within prescribed timelines