Relationship Manager (RM)

1 - 5 years

0 Lacs

Posted:6 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

You will be working as a Relationship Manager - Bancassurance at Ageas Federal Life Insurance (Formerly known as IDBI Federal Life Insurance) in Pathanamthitta. Your primary responsibility will be to manage life insurance sales through assigned Bank branches. You will be required to coordinate between the Bank and the company from lead generation to policy conversion, as well as deal with walking customers to sell them life insurance policies. Your key responsibilities will include generating leads from in-branch lead generators, the bank's customer database, and walk-in customers. You will need to make appointments, explore the customers" financial needs in life-related investment and insurance areas, suggest suitable products from the company's range, gain customer agreement to purchase, and accurately complete sales documentation. Building a strong customer base to explore cross-selling and up-selling opportunities, obtaining referrals, ensuring sales completion by facilitating medical reports, and ensuring prompt issuance of policy documents are also part of your role. Adherence to the company's sales process and timely submission of reports will be essential. The channel partner for this role is Federal Bank. The salary for the right candidate can go up to 4.5 LPA (with additional benefits like Mediclaim, Conveyance, Incentives, Allowances, etc.). This is a full-time position with benefits including leave encashment, life insurance, and a performance bonus. The work schedule is during day shifts, and the work location is in person. If you are interested in this opportunity, you can apply by sending your resume to hrsourcing11@ageasfederal.com.,

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Ageas Federal Life Insurance logo
Ageas Federal Life Insurance

Insurance

Mumbai Maharashtra

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