Area Manager

Bwise Solutions; Mumbai, Bengaluru; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Bwise Solutions in India seeks a dynamic sales leader to drive life insurance sales through a major private bank. You will manage branch relationships, enable frontline teams, and deliver targets across the geography.

The role requires MBA from a premium institute and strong regional travel, with a track record in bank partnerships. The candidate will coach staff, manage pipelines, and provide business reviews while ensuring compliance with regulatory guidelines.

Qualifications

• MBA from a premium institute is mandatory.
• 5–8 years of sales experience with at least 2–3 years in team management.
• Proven experience in managing partnerships with large private sector banks.
• Strong relationship management, coaching, negotiation and analytical skills.
• Willingness to travel extensively within the assigned territory.

Responsibilities

• Drive life insurance sales through the assigned private bank channel and achieve sales targets.
• Build and strengthen relationships with Cluster Heads, Branch Managers, and key bank stakeholders.
• Coach, train, and motivate bank staff to improve insurance sales productivity and customer engagement.
• Ensure regular joint sales calls, lead generation, and pipeline management.
• Monitor business performance, identify growth opportunities, and implement action plans to improve productivity.
• Ensure adherence to regulatory, compliance, and operational guidelines.
• Analyze MIS, track KPIs, and provide regular business reviews to internal and bank leadership.

Skills

Relationship management

Sales coaching

Negotiation

Analytical skills

Travel willingness

Education

MBA - Premium Institute

Tools

MIS

Job description

Role & responsibilities

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Role Purpose

Drive life insurance sales through a large private sector bank by managing branch relationships, enabling frontline teams, and delivering business targets across the assigned geography.

Key Responsibilities

• Drive life insurance business through the assigned private bank channel and achieve sales targets.
• Build and strengthen relationships with Cluster Heads, Branch Managers, and key bank stakeholders.
• Coach, train, and motivate bank staff to improve insurance sales productivity and customer engagement.
• Ensure regular joint sales calls, lead generation, and pipeline management.
• Monitor business performance, identify growth opportunities, and implement action plans to improve productivity.
• Ensure adherence to regulatory, compliance, and operational guidelines.
• Analyze MIS, track KPIs, and provide regular business reviews to internal and bank leadership.

Preferred candidate profile

Eligibility

• MBA - Premium Institute only
• 5-8 years of sales experience, with at least 23 years in team management
• Proven experience in managing partnerships with large private sector banks.
• Strong relationship management, sales coaching, negotiation, and analytical skills.
• Willingness to travel extensively within the assigned territory.

Key Success Metrics

• Premium and revenue achievement.
• Branch activation and productivity.
• Advisor/banker engagement and training effectiveness.
• Cross-sell penetration and customer acquisition.
• Partner satisfaction and compliance adherence.