Job
Description
As a Relationship Manager in the insurance company, your role involves generating leads from the assigned bank and cross-selling various financial products to bank customers. Your responsibilities will include driving customer business development, managing customer relationships, and ensuring sales completion accurately and timely. Key Responsibilities: - Generate leads from the assigned bank through 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. - Schedule appointments, assess customers' financial needs, recommend suitable products, gain agreement to purchase, and complete sales documentation accurately. - 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. Qualification Required: - 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. As a Relationship Manager in the insurance company, your role involves generating leads from the assigned bank and cross-selling various financial products to bank customers. Your responsibilities will include driving customer business development, managing customer relationships, and ensuring sales completion accurately and timely. Key Responsibilities: - Generate leads from the assigned bank through 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. - Schedule appointments, assess customers' financial needs, recommend suitable products, gain agreement to purchase, and complete sales documentation accurately. - 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. Qualification Required: - 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.
