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BancAssurance Professional

A course to prepare you for the entry level business development role in Banc Assurance channel.

₹35400.00

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Course Overview

BancAssurance channel is one of the fastest growing business in the BFSI industry.  Penetration of Insurance products is very low in India, less than 4 %. There is a huge opportunity to grow this business.  Most of the insurance companies and banks are hiring aggressively for this role.

Inurance companies are now leveraing the customer base of banks to improve their business.  As per the latest guidelines, any bank can now tie up with 9 Insurance companies- 3 in Life, 3 in General and 3 in Health Insurance space. 

This  selling of Insurance through Banking channel is commonly known as " BancAssurance " or Banca channel.  The main role here is to sell Insurance product to bank's customers. Typically leads are generated by bank employees and Banca professionals complete the sales. 

This course focusses on enabling such Banca employees to do their jobs better.  We have included the following topics in the course:

a. Soft Skills required for Sales Professionals

b. Sales Process

c. Basics of Insurance

d. General Insurance Products

e. Basic Banking Products

f. Customer Queries for Banking

g. Developing Relationships inside a Bank Branch

h. Preparing for Interview


Best Wishes !


Schedule of Classes

Course Curriculum

8 Subjects

BancAssurance Professional Course Introduction

2 Learning Materials

Soft Skills for Sales Team

2 Exercises8 Learning Materials

Sales Process

6 Exercises26 Learning Materials

Insurance

27 Learning Materials

General Insurance Products

6 Learning Materials

Banking Products & Services for Banca

2 Exercises15 Learning Materials

Branch Relationships

6 Learning Materials

Banca Interview

13 Learning Materials

Course Instructor