Bancassurance Relationship Manager - 3.5 lacs

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

Benefits offered by this job

Conveyance

Incentives

Job summary

Wego Consultants is recruiting for a sales role in the insurance/BFSI space. The incumbent will generate leads from bank customers, cross-sell financial products, and manage relationships. Graduation is required with at least 1 year of sales in insurance channels.

Responsibilities include meeting clients, assessing life-related needs, documenting sales, and supporting the bank sales team to achieve targets. Prior experience across insurance, banking, pharma, retail, telecom is preferred.

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

• Leads will be generated from the assigned bank across channels.
• Cross selling of various financial products to bank customers.
• Customer business development and relationship management.
• Make appointments and explore customers’ financial needs in life-related investments and insurance areas.
• Select appropriate products from the company’s range and complete sales documentation.
• Support other Relationship Managers and bank sales teams when requested.

Skills

Sales experience

Relationship management

Cross-selling

Coaching

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