Relationship Manager-Federal Bank

2 - 6 years

0 Lacs

Posted:5 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

You will be responsible for managing life insurance sales through assigned bank branches, coordinating between the bank and the company from lead generation to policy conversion, and dealing with walking customers to sell them life insurance policies. Key Responsibilities: - Generate leads from in-branch lead generators, bank customer database, and walk-in customers. - Make appointments, explore customers" financial needs in life-related investment and insurance areas, select appropriate products from the company's range, gain customer agreement to purchase, and accurately complete sales documentation. - Build a good customer base to explore opportunities for cross-selling and up-selling, obtaining referrals to further prospects where appropriate. - Ensure sales completion by facilitating the completion of medical reports and ensuring the prompt issue of policy documents. - Adhere to the company's sales process and submit various reports in a timely manner. Qualifications Required: - Previous experience in sales, particularly in the insurance sector, is preferred. - Strong communication and negotiation skills. - Ability to understand and assess customers" needs to provide suitable solutions. - Good interpersonal skills and ability to build relationships with customers. - Knowledge of insurance products and the ability to explain them to customers effectively. Please note that the company is Ageas Federal Life Insurance (formerly known as IDBI Federal Life Insurance). The channel partner for this role is Federal Bank. The salary for the position is open for the perfect candidate, up to 4.5 LPA (including 12000 Mediclaim, Conveyance & Incentives apart from fixed CTC), along with incentives, allowances, and other benefits. Interested candidates can apply by sending their resume to hrsourcing11@ageasfederal.com. Please consider that this is a full-time, permanent position with benefits such as internet reimbursement, life insurance, and performance bonuses. The work location is in person at Pathanamthitta.,

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Ageas Federal Life Insurance logo
Ageas Federal Life Insurance

Insurance

Mumbai Maharashtra

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