Bancassurance Relationship Manager - 3.5 Lacs

Wego Consultants; Aranmula; On-site; INR 350,000 - 500,000; Full time

Benefits offered by this job

CTC 3.5lakhs + Conveyance + Incentives

Job summary

Wego Consultants in India is seeking a sales professional to drive life and health insurance solutions within bank channels. You will identify customer needs, present suitable products, and guide the sale through to policy issuance.

The role targets candidates with BFSI experience and 1+ year in insurance-related sales, across various sectors. Graduation is required; incentives and conveyance are part of the package.

Qualifications

• Should have minimum 1 year sales experience in any of insurance channels.
• Looking candidates from insurance, banking, pharma, retail, telecom and other sales verticals.
• Insurance experience or BFSI is mandatory.

Responsibilities

• Generate leads from bank customers and cross-sell financial products.
• Develop customer business and manage relationships.
• Make appointments and assess life-related investment and insurance needs.
• Assist with policy issuance and documentation; coordinate with bank sales team.

Skills

Sales experience

Education

Graduation

Job description

Leads will be generated from the assigned bank

Cross selling of various financial products to the Bank customers.

Customer business development .

Relationship Management .

Will be in payrolls of the Insurance company .

Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the companies product range, gain customer agreement to purchase, accurately complete sales documentation

Candidates with experience in Life/Health/GI Insurance preferred

Customers acquisition through resource utilization of banks database, foot falls, generated prospects.

Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document.

Explore opportunities to develop new markets/ segments in line with company sales strategy from time to time.

Support other Relationship Managers and the bank sales team where requested by the sales manager by coaching them in company knowledge, products, services & selling skills, accompanying them on client visits & modeling relevant behavior.

Required Candidate profile

Should have minimum 1 year sales experience in any of insurance channels. .Looking candidates from insurance, banking, pharma,retail, telecome and other sales verticals.

Insurance experience or BFSI is mandatory.

Graduation is must.

Perks and Benefits

• CTC 3.5lakhs + Conveyance + Incentives