Chief Insurance Relationship Manager

As an Insurance Relationship Manager in Banca channel with Jio Finance in Ahmedabad, your primary responsibility is to manage life insurance sales through assigned bank branches. You will be the key liaison between the bank and the company, handling lead generation and policy conversion. Your role involves dealing with walking customers and selling them life insurance policies while effectively managing the life insurance policies. - Accept leads from in-branch lead generators and warm leads from the bank database, as well as generating your own leads - Make appointments, understand customers" financial needs, recommend suitable products from the company's range, gain customer agreement, and complete sales documentation accurately - Cascade incentive programs and ensure successful implementation - Facilitate sales completion by assisting with medical reports and ensuring prompt policy issuance - Explore new markets and segments in alignment with the company's sales strategy - Build a solid customer base to enable cross-selling and up-selling opportunities - Develop long-term relationships with bank staff and clients, responding to queries and maintaining personal connections - Arrange meetings between bank managers, staff, and existing clients to review financial circumstances, insurance needs, and obtain referrals - Address client suggestions, requests, and complaints promptly and ensure efficient servicing of claim requests - Proactively submit sales reports, meet performance targets, and engage in performance reviews with managers - Participate in relevant training sessions, stay updated on products, services, and market developments - Support colleagues and bank sales team by sharing company knowledge, coaching on selling skills, and accompanying them on client visits - Bachelor's degree preferred - Proficiency in regional language preferred The company provides benefits such as cell phone reimbursement, health insurance, and provident fund. The work schedule is in a day shift, and the job type is full-time. Interested candidates can share their resumes at hrsourcing8@ageasfederal.com.,