Bancassurance Relationship Manager - 3.5 lacs

Wego Consultants; Raigarh; On-site; INR 210,000 - 350,000; Full time

Benefits offered by this job

CTC upto 3.5 L lakhs

Conveyance

Incentives

Job summary

Wego Consultants in Raigarh, India is seeking a dynamic sales professional to drive life, health and general insurance product cross-sell through bank channels. You will build relationships with bank customers, make appointments, assess financial needs and match suitable products to meet them, while ensuring accurate documentation.

With 1 year of sales experience in BFSI or insurance and graduation, you will join a team that values client-centric service, job stability and performance-based

Qualifications

• Minimum 1 year sales experience in insurance channels.
• Graduation is must.
• Insurance experience or BFSI is mandatory.
• Good track record and employment stability.

Responsibilities

• Leads will be generated from the assigned bank and cross selling of financial products.
• Relationship management with bank customers and customers acquisition through bank databases.
• Make appointments, explore financial needs, and recommend products from the company range.
• Complete sales documentation and facilitate policy issuance.
• Support bank sales team and other RM by coaching and client visits.

Skills

Cross selling

Relationship management

Sales

Appointment setting

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