Field Relationship Manager (FRM) Bancassurance Industry -Trivandrum & Kannur

37 years

5 - 6 Lacs

Posted:1 month ago| Platform: GlassDoor logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Designation: Field Relationship Manager Channel :Bancassurance Role :Team Leader Location :Thrivandrum & Kannur Ctc :6 LPA Key Responsibilities : Sales & Business Development : Generate life insurance business from the partnered bank branches. Achieve monthly and annual targets for insurance sales. Source new business by meeting customers at the bank branch, explaining products, and handling queries. Relationship Management : Maintain strong relationships with branch staff and the bank's customers. Train and motivate bank staff to generate leads and refer customers. Ensure regular engagement with bank branch teams for sustained business flow. Customer Servicing : Provide pre- and post-sales support to customers. Assist customers with policy details, documentation, and claims-related services. Ensure a smooth onboarding experience for customers. Team Handling & Coordination : Train bank employees on insurance products, processes, and updates. Coordinate between bank branches and the insurance company for business flow and issue resolution. Compliance & Reporting : Adhere to all regulatory and company policies. Maintain proper documentation and reports of sales and customer interactions. Key Skills Required : Excellent communication and interpersonal skills Strong relationship management abilities Sales and target-driven mindset Knowledge of insurance products and the BFSI sector Good understanding of bank operations and customer behavior Eligibility Criteria : Education : Must be Graduate Experience : 4 to 5 yrs experience in Insurance Agency channel or Direct marketing in Insurance Age : Usually up to 37 years VRM/ Retention experience can be looked up to Job Type: Full-time Pay: ₹550,000.00 - ₹600,000.00 per year Schedule: Day shift Application Question(s): What is your Notice Period? What is your Current CTC? Are you willing to attend interview on 9 th June? Experience: Agency Sales or Virtual Sales in Insurance: 3 years (Preferred) Work Location: In person Speak with the employer +91 9778783902

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