فيشنو Cs

Sales Target Achievement

* Achieve monthly/quarterly life insurance sales targets
* Drive business through assigned bank branches (SBI & partner banks)
* Increase policy conversion from bank customers


Lead Generation & Conversion

* Convert bank-generated leads into insurance policies
* Help bank staff improve cross-selling and upselling
* Improve productivity of each branch

Business Growth & Expansion

* Increase number of active branches contributing business
* Identify new opportunities within bank customer base
* Improve penetration of insurance products in banking channel

Compliance & Coordination

* Follow insurance regulatory guidelines
* Coordinate with operations, underwriting, and service teams
* Ensure proper documentation and process compliance

Bank Branch Relationship Management

* Maintain strong relationship with:
* Branch Managers
* Bank staff (CIFs / Relationship Managers)
* Ensure smooth coordination between bank and insurance teams
* Resolve branch-level issues and support sales execution

Supervised daily branch operations, ensuring smooth customerservice delivery and operational efficiency.
Sourced and opened new savings accounts, achieving a 25% increase in account acquisitions.
Consistently ranked among top performers fordirect selling and cross-selling ofbanking products.
Conducted financial literacyworkshops to educate clients and promote banking services.
Executed marketing and promotional campaigns to increase branch traffic and customerengagement.
Provided hands-on training and mentoring tojuniorstaffto improve performance and service quality.
Ensured strict compliance with banking regulations, internal policies, and audit requirements.
Monitored and analyzed branch performance metrics to identify growth opportunities and process improvements.
Built and maintained strong customer relationships to enhance client satisfaction and retention.

Acquired new savings and current accounts, consistently surpassing monthly targets by 20%.
Increased product penetration by 30% through effective promotion and cross-selling of banking products.
Initiated outbound sales calls to generate leads and build a strong client pipeline.
Conducted customer needs analysis to recommend appropriate banking products and services.
Mentored and coached junior staff on sales techniques, customer service, and relationship management.
Assisted in planning and executing branch marketing campaigns to attract new clients.
Monitored daily branch sales performance and implemented strategies to achieve targets.
Ensured compliance with banking regulations, internal policies, and audit standards.
Built and maintained strong customer relationships, enhancing satisfaction and retention.