SO / SRM / RM - Bancassurance/Life Insurance

Wego Consultants

1 - 3 years

5 - 8 Lacs

karimnagar telangana india

Posted:2 weeks ago| Platform: Foundit logo

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Skills Required

life insurance sales bancassurance cross-selling financial needs analysis customer acquisition lead conversion sales documentation

Work Mode

On-site

Job Type

Full Time

Job Description

India's leading private sector life insurance company is hiring Relationship Managers in multiple locations across Telangana to drive business through the bancassurance channel.

Key Responsibilities:

Leads will be provided from the assigned bank branches.
Direct selling of various financial and life insurance products to existing bank customers.
Explore customers financial needs in life-related investments and insurance, and recommend appropriate products.
Build and maintain strong customer relationships and promote business development.
Accurately complete sales documentation and ensure smooth policy issuance.
Acquire new customers by leveraging:
The bank's database
Walk-ins at the branch
Self-generated prospects
Facilitate completion of medical reports and ensure timely policy issuance.
Explore opportunities to develop new segments/markets in alignment with the company's growth strategy.
Support fellow Relationship Managers and bank sales staff through:
Product knowledge coaching
Sales process support
Joint customer visits
Demonstrating effective sales behavior

Required Candidate Profile:

Minimum 1 year of experience in insurance sales (any insurance channel).
Candidates from insurance and banking sectors preferred.
Insurance or BFSI experience is mandatory.
Graduation is compulsory.
Should have a good track record and stable career history.

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