Tags: Bancassurance, Life Insurance
Role Title: Bancassurance Sales Manager
Employer: Leading Life Insurance Company
Required Experience: 3–6 Years
Location: Pune
Date published: 25 September 2026
A Leading Life Insurance Company is seeking an energetic Bancassurance Sales Manager to drive business distribution through bank partner channels.
The Bancassurance Sales Manager must combine proven life insurance sales acumen with relationship-building capabilities to maximize branch penetration.
Key Responsibilities
- Drive life insurance revenue and achieve assigned monthly and quarterly sales targets across designated bank branches.
- Build and maintain collaborative relationships with bank Branch Managers, Relationship Managers, and branch staff.
- Generate sales leads by engaging prospective bank customers and leveraging bank customer walk-ins.
- Assess customer financial requirements and recommend appropriate protection, savings, and retirement insurance plans.
- Manage the end-to-end conversion cycle, following up on leads promptly to achieve high sales closure rates.
- Conduct regular branch visits and sales huddles with bank branch teams to maintain top-of-mind recall.
- Provide comprehensive post-sales service support to clients while ensuring strict compliance with underwriting policies.
Requirements and Qualifications
- Bachelor’s degree in Commerce, Business Administration, Marketing, or a related discipline.
- Minimum 3+ years of total work experience, with at least 1+ year in Life Insurance sales.
- Demonstrated success in Bancassurance, bank branch sales, or direct life insurance distribution channels.
- Strong interpersonal communication, persuasive selling, customer handling, and presentation abilities.
- Comfortable operating in a field-based sales environment and meeting aggressive growth milestones.