Ageas Federal Life Insurance | Banca | Pathanamthitta

Ageas Federal Life Insurance Co Ltd.; Pathanamthitta; On-site; INR 350,000 - 550,000; Full time

Job summary

Ageas Federal Life Insurance Co Ltd. is seeking a Relationship Manager - Bancassurance for locations in Adoor, Enathu, Oonukal and Koodal.

You will drive life insurance sales through assigned bank branches and coordinate between the bank and the company to move leads to policy issuances. Key duties include generating leads, arranging meetings, assessing financial needs, presenting suitable products, completing documentation, and building a client base for cross-sell opportunities.

Responsibilities

• Generate leads from in-branch lead generators, bank customer database & walk in customers.
• Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the company's product range, gain customer agreement to purchase, accurately complete sales documentation.
• Build a good customer base in order to explore opportunities to cross-sell & up-sell, obtain referral to further prospects where appropriate.
• Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document
• Adherence to company sales process and timely submission of various reports.

Job description

Hi,

Greetings form Ageas Federal Life Insurance

Job title :- Relationship Manager - Bancassurance.

Location:- Adoor,Enathu,Oonukal,Koodal

Job Description:- Managing the life insurance sales through assigned Bank branches. Coordinating between Bank and company from lead generation to policy conversion. Deal with walking customers sale them Life insurance policies.

Channel Partner:- Federal Bank.

Salary: Open for perfect candidate.

Key Responsibilities:-

• Generate leads from in-branch lead generators, bank customer database & walk in customers.
• Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the company's product range, gain customer agreement to purchase, accurately complete sales documentation.
• Build a good customer base in order to explore opportunities to cross-sell & up-sell, obtain referral to further prospects where appropriate.
• Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document
• Adherence to company sales process and timely submission of various reports.

Age Limit : Below 35yrs