Drive Insurance Growth. Build Strong Partnerships. Deliver Sustainable Results.

This role is responsible for driving core insurance sales, revenue growth, and best-in-class persistency across the assigned region by closely partnering with the Bank's Sales and Service teams. The incumbent will lead business development initiatives, strengthen customer engagement, enhance team capability, and ensure sustainable growth through effective execution of insurance and financial planning strategies.

Locations:

Udaipur, Nashik, Chandigarh, Jodhpur, Bhopal, Jabalpur, Varanasi, Kanpur, Mehsana, Surat, Karnal, Bhubaneswar, Bengaluru, Kolkata

Key Responsibilities:

- Drive insurance sales growth through ULIPs, Term, Health, Retirement, and Annuity solutions.

- Drive Insurance Partner Employee to generate leads, improve conversions, and maximize customer engagement along with Branch Banking Sales & Service Team.

- Lead and influence Bank Sales & Service teams to consistently achieve and exceed branch insurance business targets.

- Deliver comprehensive financial planning solutions aligned with customer needs and life-stage goals.

- Build and manage strong client relationships while expanding the active customer base.

- Train, coach, and enhance productivity of Bank and Insurance Partner teams.

- Ensure achievement of regional business targets, profitability, persistency, and productivity metrics.

- Drive lead generation campaigns, joint field activities, and self-sourced business opportunities.

- Monitor business performance, manpower availability, compliance adherence, and operational excellence.

- Provide market intelligence and competitive insights to management.

- Drive the SP Certification across the bank and Ensure the 100% IRDA & RBI compliance.

Ideal Candidate Profile:

- MBA/Master's degree in Finance, Economics, Accounting, or related discipline.

- CFP, CFA, NISM, or equivalent certification preferred.

- Strong understanding of Insurance, Mutual Funds, Equity Markets, PMS, AIF, and wealth management solutions.

- 5 - 10 years of experience in Insurance, Wealth Management, Bancassurance, or Financial Services sales.

- Proven track record of achieving sales targets and managing high-performing teams.

- Must be ready to travel atleast 15 days in a month with 7 days night stay.

- Must be Proficient in MS Excel, PowerPoint, and data-driven sales management.

Success Measures:

- Insurance revenue and sales target achievement - 100%.

- Policy persistency and customer retention @85%.

- Team productivity and capability development - 35% activation.

- Lead-to-policy conversion efficiency - 10%.

- Stakeholder and customer satisfaction - 100% No Complaint.

- Compliance adherence and operational excellence.

If you are passionate about sales leadership, financial planning, and creating customer-centric insurance solutions, this role offers an opportunity to build a high-impact franchise and accelerate business growth across your region.