Relationship Manager- Bancassurance

1 - 4 years

2 - 8 Lacs

Posted:1 week ago| Platform: Foundit logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Job Responsibilities:

  • Leads will be generated from the assigned bank.
  • Cross selling of various financial products to the bank customers.
  • Customer business development.
  • Relationship management.
  • Will be in payrolls of the Insurance company.
  • Make appointments, explore the customers financial needs in life-related investment and insurance areas, select appropriate product to meet these needs from the company's product range, gain customer agreement to purchase, and accurately complete sales documentation.
  • Candidates with experience in Life/Health/General Insurance preferred.
  • Customer acquisition through resource utilization of bank's database, footfalls, and generated prospects.
  • Responsible for sales completion by facilitating completion of medical reports and ensuring prompt issue of policy document.
  • Explore opportunities to develop new markets/segments in line with company sales strategy from time to time.
  • Support other Relationship Managers and the bank sales team where requested by the sales manager by coaching them in company knowledge, products, services & selling skills, accompanying them on client visits & modeling relevant behavior.

Required Candidate Profile

  • Should have minimum 1 year sales experience in any insurance channel.
  • Looking for candidates from insurance, banking, pharma, retail, telecom, and other sales verticals.

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