Associate

BFSI Sector Skill Council of India; Coimbatore District, Kozhikode district, Palakkad; On-site; INR 300,000 - 400,000; Full time

Job summary

BFSI Sector Skill Council of India is hiring an Associate Bancassurance to support bank branches with coordination, documentation, and customer interaction, aiding the sales process for bancassurance operations.

The role involves assisting branch teams with day-to-day tasks, maintaining records, and supporting sales strategies at the branch level to help achieve monthly targets. Strong communication and basic computer skills are essential.

Qualifications

• Graduate/UG in any discipline.
• 0-2 years of experience in Insurance / BFSI / Bancassurance preferred.
• Freshers with strong communication and interested in insurance sales can apply too.

Responsibilities

• Assist in managing and strengthening relationships with assigned bank branches.
• Support branch staff with insurance product queries and basic customer servicing requirements.
• Support the branch and sales team in lead follow-ups, customer profiling, and product pitching as guided by supervisors.
• Coordinate documentation, proposal forms, and required compliance checks.
• Assist in branch-level promotional activities to generate leads and enhance product visibility.
• Maintain MIS, daily activity trackers, call logs, and branch performance updates.

Skills

Sales & Customer Service

Interpersonal Skills

Communication

Basic Computer Skills

Relationship Building

Education

Graduate/Under Graduate

Tools

MS Office

Job description

Job Description

Position Title: Associate Bancassurance

Department: Bancassurance

Employment Type: Third-Party Payroll

Function: Sales & Distribution

Reports to: Team Leader / Branch Manager / Area In-charge

DEI Statement

Celebrating Uniqueness. At GCI, we are committed to creating an inclusive workplace where

every individual is respected, valued, and empowered. We embrace diversity as a strength

and strive to ensure that all employees feel supported, appreciated, and included.

Position Summary

The Associate - Bancassurance will support business generation activities at assigned bank

branches. The role involves assisting branch teams with day-to-day coordination,

documentation, customer interaction, and supporting the sales process to ensure smooth

execution of bancassurance operations.

Key Responsibilities

1. Branch Coordination & Relationship Management

• Assist in managing and strengthening relationships with assigned bank branches.


• Support branch staff with insurance product queries and basic customer servicing

requirements.

• Ensure consistent branch engagement to enable smooth business operations.

2. Sales Support & Business Facilitation

• Support the branch and sales team in lead follow-ups, customer profiling, and

product pitching as guided by supervisors.

• Assist in executing sales strategies at the branch level to achieve monthly business

targets.

• Coordinate documentation, proposal forms, and required compliance checks.

3. Promotion & Activity Support

Assist in branch-level promotional activities to generate leads and enhance product

visibility.

• Support training sessions or product refreshers for branch officials when required.


• Coordinate local campaigns or initiatives planned with the channel partner.

4. Process Management & Reporting

• Maintain MIS, daily activity trackers, call logs, and branch performance updates.


• Ensure accuracy and timely submission of reports to Team Leader/Manager.


• Follow internal processes to ensure smooth policy issuance and customer

onboarding.

5. Market & Competitor Awareness

• Gather basic insights on competitor products and bank activities at the ground level.


• Share relevant observations with reporting managers to support local strategies.

Qualification & Experience Requirements

Education

• Graduate/Under Graduate in any discipline.

Experience

• 0-2 years of experience in Insurance / BFSI / Bancassurance preferred.


• Freshers with strong communication and interested in insurance sales can apply too.

Required Functional Skills

• Basic understanding of sales and customer service


• Good interpersonal and communication skills


• Result-oriented mindset


• Ability to build rapport with branch staff


• Basic computer proficiency


• Behavioural Competencies


• Relationship-Building


• Problem-Solving


• Customer Orientation


• Accountability & Ownership


• Learning Agility