RM - Bancassurance/Life Insurance

Wego Consultants

1 - 3 years

5 - 8 Lacs

visakhapatnam andhra pradesh india

Posted:3 days ago| Platform: Foundit logo

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Skills Required

sales business development relationship management market development insurance sales customer management team collaboration

Work Mode

On-site

Job Type

Full Time

Job Description

Relationship Manager (RM)

Roles and Responsibilities

Sales and Business Development:
Generate leads from an assigned bank and directly sell financial products to existing customers. You will explore customer financial needs, recommend appropriate products, and ensure all sales documentation is completed accurately. You'll also be responsible for acquiring new customers by using the bank's database and other resources.
Customer and Relationship Management:
Manage relationships with customers and facilitate the entire sales process, from completing medical reports to ensuring the policy document is issued promptly.
Team Collaboration and Market Development:
Support other Relationship Managers and the bank's sales team by providing coaching on products and services. You'll also explore opportunities to develop new markets in line with the company's sales strategy.

Skills Required

A minimum of
1 year of experience
in
insurance sales
in any insurance channel.
Experience in
insurance
or
BFSI
is mandatory.
A Graduate degree is a must.
A good track record and employment stability are required.
The ability to build and maintain strong customer relationships.

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