Bancassurance Relationship Manager - 3.5 lacs

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

Job summary

Wego Consultants in India seeks a field-based insurance sales professional to generate leads from bank channels, cross-sell life/health/GI products and manage relationships with bank customers.

You will make appointments, assess financial needs, select suitable products, obtain agreement, and ensure timely documentation. BFSI experience preferred; graduation is required. Incentives offered and career growth possible.

Qualifications

• Minimum 1 year sales experience in any insurance channel.
• Graduation is must.
• Insurance BFSI experience preferred; banking, pharma, retail, telecom backgrounds considered.

Responsibilities

• Generate leads from bank channels and cross-sell life, health, GI products.
• Develop customer business relationships and manage ongoing accounts.
• Make appointments and assess customers' financial needs in life-related areas.
• Select appropriate products, obtain customer agreement to purchase, and complete documentation.

Skills

Sales experience

Relationship management

Cross-selling

Client acquisition

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