Bancassurance Relationship Manager - 4.25 lacs

Wego Consultants; Ballari District; On-site; INR 300,000 - 350,000; Full time

Benefits offered by this job

CTC upto 3.5 L

Conveyance

Incentives

Job summary

Wego Consultants seeks a banking channel sales executive to drive life, health and general insurance products. Leads from bank channels, cross-selling, relationship management, and appointment setting to assess financial needs and present suitable policies.

The role involves visiting bank clients, coordinating with sales teams, and ensuring timely policy issuance. Graduation is required, with at least 1 year of sales experience in BFSI or related sectors. CTC up to 3.5 L plus incentives.

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 (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.

Skills

Sales experience

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