Relationship Manager- Bancassurance

Wego Consultants

1 - 4 years

3 - 7 Lacs

kakinada andhra pradesh india

Posted:1 week ago| Platform: Foundit logo

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Skills Required

sales cross-selling life insurance health insurance general insurance customer relationship management

Work Mode

On-site

Job Type

Full Time

Job Description

Job Summary:

India's leading life insurance provider is looking for a Relationship Manager in the Credit Life Channel to drive business through cross-selling life insurance products to bank customers and maintaining strong stakeholder relationships.

Key Responsibilities:

Leads will be generated from the assigned bank.
Cross-sell various financial products to bank customers.
Develop customer business through relationship-building and financial need analysis.
Manage and enhance relationships with bank staff and customers for effective business conversion.
Make appointments and explore customers financial needs in life-related investments and insurance areas.
Recommend suitable products from the company's range to meet customer needs and gain agreement to purchase.
Accurately complete sales documentation and ensure timely policy issuance.
Acquire new customers using bank databases, footfall, and generated leads.
Facilitate completion of medical reports and ensure prompt policy document issuance.
Explore new markets/segments in line with the company's sales strategy.
Support other Relationship Managers and bank sales teams by sharing knowledge of company products, services, and sales skills.
Accompany team members on client visits and provide on-ground coaching and support.

Required Candidate Profile:

Minimum 1 year of sales experience in any insurance channel.
Candidates from insurance, banking, pharma, retail, telecom, and other sales verticals are welcome.
Insurance or BFSI experience is mandatory.
Must be a graduate (Graduation is required).
Must have a good track record and employment stability.

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