Urgent Field Relationship Manager, Life insurance@Gulbarga, Dharwad

Hiring for the life Insurance

Field Relationship Manager - Direct Channel

Highest Education:

Experience:

Location: Gulbarga, Dharwad

Key Result Areas

Activities

1 Impact on the Business / Function

• Pitch and sell insurance products to existing policyholders and to bank customers
• Identify opportunities to bundle insurance offerings for better customer value
• Achieve set sales targets and contribute to overall business
• Operate in the defined sales process and use the tools provided (e.g., Lead Management System)

Customers / Stakeholders

• Contact customers through calls, emails or meetings to present cross-selling opportunities
• Build strong relationships with clients to ensure repeat business and referrals
• Analyze customer profiles to suggest suitable insurance solutions
• Address customer queries, resolve complaints, and any other doubts
• Collaborate with bank branch and staff basis the requirement and needs
• Coordinate with internal teams like branch operations, new business, underwriting, etc. for effective fulfilment from login to issuance

Product Knowledge

• Comprehensive understanding of the features, benefits, and terms of all insurance products offered
• Proper explanation of policy options, features, terms, and coverage details clearly to customers

Operational Effectiveness & Control

• Ensure Controls and Audit are in place as required by IRDA & CHL Compliance
• Foster a compliance culture; act as a change agent to uncover issues and implement innovative solutions to manage risk actively
• Ensure proper usage of Merchandise and PIR

VIII. Competencies

• Excellent communication and interpersonal skills
• Good understanding of insurance & bank products
• Effective sales process and lead management skills
• Ability to identify customer needs through need analysis/assessment
• Proficiency in using tools like Lead Management System, Application Journey, BI generation, etc.
• Basic ability to read and understand data reports and MIS
• Sales-driven mindset with a focus on achieving targets

Please share your resume on 8977966681 (DEEPALI K)