Kollam
INR 2.30496 - 4.5 Lacs P.A.
On-site
Full Time
Dear Team, Greetings From Ageas Federal !! We're looking for a professional with smart candidates. Please find the below details for requirements. Interview Details Job title : Relationship Manager Location : Kollam Job Description :- Managing the life insurance sales through assigned Bank Branches. Coordinating between Bank and company from Lead generation to policy conversion. Deal with walking customers Sale them Life insurance policies. Managing the life insurance policies Channel Partner :- Federal Bank Roles and Responsibilities Job Description 1.Sales : Accept leads generated from in-branch lead generators as well as warm leads provided by the bank from the database as well as generate own leads. Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the company's product range, gain customer agreement to purchase, accurately complete sales documentation. 2. Incentive programs: Cascade the incentive programs & ensure complete success in implementation of the same. Sales completion process: Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document, New markets/segments: Explore opportunities to develop new markets/ segments in line with company sales strategy from time to time. 3. Cross Sell/ Up-Sell: Build a good customer base in order to explore opportunities to cross-sell & up-sell, Obtain referral to further prospects where appropriate. 4. Relationship Building: Build long term relationship with the bank staff & clients by responding appropriately to all bank/client queries either directly received or forwarded by the service company. Know all the branch managers, relationship managers & employees of all assigned branches on a personal level. 5. Customer Relationship Management: Arrange meetings of banks branch managers & staff with existing clients at least once a year, acknowledging birthdays & anniversaries to review their financial circumstances & life insurance needs as well as to obtain referrals to further prospects. 6. After Sales Service: Accept & follow up on suggestions, request & complaints received from clients, ensure claim requests are serviced 7. Performance review: Proactively ensure performance review by submitting various sales reports as per agreed frequencies in order to ensure performance targets are achieved & exceeded, ensure meetings with manager to agree on targets & to review performance. Use these forums to discuss issues of business development. 8. Training & Development: Participate in relevant training arranged by the company, take initiative to keep abreast of developments in products & services, company policies, procedures, sales process & organization. Keep up to date with market developments by reading newspapers, journals & through personal contacts. Deliver the snap modules at bank branch level as formulated by the training team 9. Supporting colleagues & bank sales team: Support other Relationship Managers and the bank sales team where requested by the sales manager by coaching them in company knowledge, products, services & selling skills, accompanying them on client visits & modeling relevant behavior. Desired Candidate Profile Perks and Benefits Salary: Open for perfect candidate upto 4.5 LPA. (12,000 Mediclaim, conveyance & incentives apart from fixed ctc) + Incentives + Allowance + Other benefit . MUST HAVE EXPERIENCE IN INSURANCE or SALES Job Type: Full-time Pay: ₹230,496.00 - ₹450,000.00 per year Benefits: Health insurance Schedule: Day shift Experience: total work: 1 year (Required) Work Location: In person
Māvelikara
INR 2.75 - 4.0 Lacs P.A.
On-site
Full Time
Job title: - Relationship Manager - Bancassurance. Location: - Attingal,Kollam, Kottarakkara,Alappuzha, Mavelikara Ernakulam,Aluva,Muvattupuzha,Iranjalakuda, Job Description: -: Managing the life insurance sales through assigned Bank branches. Coordinating between Bank and company from lead generation to policy conversion. Deal with walking customers sale them Life insurance policies. Channel Partner: -- Federal Bank. Salary: Open for perfect candidate. Key Responsibilities: - Generate leads from in-branch lead generators, bank customer database & walk in customers. Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the company's product range, gain customer agreement to purchase, accurately complete sales documentation. Build a good customer base in order to explore opportunities to cross-sell & up-sell, Obtain referral to further prospects where appropriate. Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document Adherence to company sales process and timely submission of various reports. Age Limit: up to 35 Must Criteria: Should be having min 1 year of Life Insurance experience/ cross selling experience of Insurance sales /Banking/Financial Services sales experience Qualification: Any Degree or Diploma 3 years. Job Type: Full-time Pay: ₹275,000.00 - ₹400,000.00 per year Benefits: Health insurance Provident Fund Schedule: Day shift Work Location: In person Speak with the employer +91 8594095260
Thiruvananthapuram
INR 2.0 - 5.0 Lacs P.A.
On-site
Full Time
Job Title: : Agency Leader Manager - ALM Key Responsibilities: Prospect, meet & convert potential customers to consistently achieve sales targets Recruit good quality of Agency Leader & Insurance Advisors by prospecting, identifying, and sourcing good quality Agency Leader & insurance advisors through presentations, constant follow ups, collection of necessary documentation and ensuring attendance of the prospective Advisors & Agency Leaders in the training programme. Achieve business targets- Plan and implement achievement of sales targets month after month by setting individual targets for each of the Agency Leader & Advisors in the team taking into consideration the Advisors potential and the total business target. Lead, motivate and develop the team of Agency Leader & Insurance Advisors- Sustain the team of motivated Agency Leader & Insurance Advisors through personal examples and by conducting motivational sessions, feedback Programmes, etc. Age Limit: up to 33 Qualification & Experience Required: Any Degree or Diploma 3 years. Job Type: Full-time Pay: ₹200,000.00 - ₹500,000.00 per year Benefits: Cell phone reimbursement Health insurance Internet reimbursement Provident Fund Schedule: Day shift Work Location: In person
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