Bancassurance Relationship Manager

Wego Consultants

1 - 4 years

4 - 8 Lacs

udupi karnataka india

Posted:1 week ago| Platform: Foundit logo

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Skills Required

sales insurance sales life insurance health insurance general insurance bfsi cross selling banking sales relationship management

Work Mode

On-site

Job Type

Full Time

Job Description

Leads will be generated from the assigned bank (different channels available across Life Insurance and Health Insurance companies).
Cross-sell various financial products to bank customers.
Drive customer business development and manage customer relationships.
Employment will be under the payrolls of the insurance company.
Schedule appointments, assess customers financial needs (life-related investments & insurance needs), recommend suitable products, gain agreement to purchase, and complete sales documentation accurately.
Preference for candidates with experience in
Life / Health / General Insurance
.
Acquire customers using the bank's database, walk-ins, and generated prospects.
Ensure sales completion by coordinating medical reports and ensuring timely policy issuance.
Explore opportunities to develop new markets/segments in line with company's sales strategy.
Support other Relationship Managers and bank sales teams through coaching on products, services, and selling skills; accompany them on client visits and demonstrate effective behavior.

Required Candidate Profile

Minimum
1 year of sales experience
in any insurance channel.
Candidates from
insurance, banking, pharma, retail, telecom, or other sales verticals
are eligible.
Insurance or BFSI experience is mandatory.
Graduation is required.
Strong track record and
employment stability
are essential.

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