Relationship Manager - Life Insurance - ELI humgrow.com

3.0 - 7.0 years

0 Lacs

pathanamthitta, kerala

On-site

The Relationship Manager in the Banca Channel at ESAF Life Insurance plays a crucial role as the primary point of contact between the company and the partnered bank. Your main responsibilities include building and managing relationships with the bank's staff and customers to promote life insurance products, meeting sales targets, providing personalized financial planning and insurance solutions, conducting training for bank staff, identifying cross-selling opportunities, handling customer queries and escalations, ensuring compliance with regulatory standards, preparing sales reports, participating in promotional events, monitoring market trends, and contributing to sales strategies and marketing plans. To qualify for this role, you need a Bachelor's degree, proven work experience as a Relationship Manager in bancassurance or the insurance industry, a strong understanding of life insurance products and sales techniques, excellent communication and negotiation skills, proficiency in CRM software and MS Office, a track record of achieving sales targets, knowledge of regulatory requirements, and preferably a certification in Insurance or Financial Planning. You should also have the ability to build lasting customer relationships, work independently, prioritize tasks effectively, adapt to changing situations, travel as needed, analyze market trends, uphold a professional demeanor, and excel in a fast-paced, collaborative environment. Your success in this role will depend on your skills in sales, financial planning, cross-selling, relationship building, hitting targets, business acquisition, financial advisory, analytical thinking, and a commitment to integrity and customer satisfaction. If you are proactive, results-oriented, and ready to contribute to the growth and success of ESAF Life Insurance, we welcome you to join our team as a Relationship Manager in the Banca Channel.,

Posted 4 days ago

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