Federal Relationship Manager-Muvattupuzha

Ageas Federal; Kasaragod, Ernakulam; Sur place; INR 180 000 - 300 000; Plein temps

Résumé du poste

Ageas Federal Life Insurance Co Ltd. is seeking a sales professional in Kasaragod, Kerala to drive life insurance sales through Federal Bank branches.

You will coordinate between bank branches and the company from lead generation to policy conversion, handling in-branch customers and walk-ins. The role emphasizes generating leads, evaluating customer needs, recommending appropriate products, closing sales, and cross-selling to build a strong client base.

Qualifications

• 1 year or more experience in life insurance sales or cross selling within Insurance/Banking/Financial Services.
• Any Degree or Diploma (3 years) is acceptable.

Responsabilités

• Generate leads from in-branch lead generators, bank customer database & walk-in customers.
• Make appointments, assess customers' life insurance needs, select suitable products, and complete sale.
• Build a base of customers to enable cross-sell and up-sell opportunities and obtain referrals.
• Facilitate medical reports and ensure timely issue of policy documents.
• Adhere to the company sales process and timely submission of reports.

Connaissances

Life insurance sales

Bank channel sales

Lead generation

Cross-selling

Customer relationship

Formation

Any Degree or Diploma

Description du poste

Role & responsibilities

Job Description: -: Managing the life insurance sales through assigned Bank branches. Coordinating between Bank and company from lead generation to policy conversion. Deal with walking customers sale them Life insurance policies.

Channel Partner: - Federal Bank. Salary: Open for perfect candidate.

Key Responsibilities: -

• Generate leads from in-branch lead generators, bank customer database & walk in customers.
• Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the company's product range, gain customer agreement to purchase, accurately complete sales documentation.
• Build a good customer base in order to explore opportunities to cross-sell & up-sell, Obtain referral to further prospects where appropriate.
• Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document
• Adherence to company sales process and timely submission of various reports.

Age Limit: up to 34

Must Criteria: Should be having min 1 year of Life Insurance experience/ cross selling experience of Insurance sales /Banking/Financial Services sales experience Qualification: Any Degree or Diploma 3 years

contact 7736837668