Bancassurance Relationship Manager - 3.5 lacs

Wego Consultants; Betul District; On-site; INR 315,000 - 385,000; Full time

Benefits offered by this job

CTC upto 3.5 L lakhs + Conveyance + In

Job summary

Wego Consultants invites applications for a banking channel sales role in the life and health insurance sector. The incumbent will generate leads through assigned banks, cross-sell life/health products, and develop customer relationships to meet sales targets.

You will identify customer financial needs, present suitable products from the company range, and ensure completion of sales documentation and policy issuance. Graduation is required, with 1 year sales experience in insurance channels.

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.
• Graduation is must.
• Good track record and employment stability is must.

Responsibilities

• Generate leads from assigned banks and cross-sell financial products.
• Develop customer business through bank channels and footfalls.
• Maintain relationships with bank customers and manage relationships.
• Identify customer needs in life-related investment and insurance and present suitable products.

Skills

Sales experience

Relationship management

Cross-selling

Customer development

Education

Graduation

Job description

Leads will be generated from the assigned bank (Different Channels Available in different Life insurance and HI companies)

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.

Good track record and employment stability is must.

Perks and Benefits

CTC upto 3.5 L lakhs + Conveyance + Incentives