Front Line Sales | Banca | Kottayam Zone | Pala

Ageas Federal Life Insurance Co Ltd.; Eraviperoor; Sur place; INR 500 000 - 700 000; Plein temps

Résumé du poste

Ageas Federal Life Insurance Co Ltd. seeks a Relationship Manager - Bancassurance to drive life insurance sales through bank channels.

The role involves coordinating between branches and the company, handling walk-in customers, and building a strong customer base for cross-selling opportunities. Key tasks include lead generation, appointment setting, needs assessment, product recommendation, and ensuring smooth policy issuance.

Qualifications

• Experience in life insurance sales via bank channels.
• Ability to coordinate between bank and company.
• Skilled in assessing customer financial needs and offering suitable products.
• Proven track record of achieving sales targets.

Responsabilités

• Generate leads from in-branch generators, bank database, and walk-ins.
• Make appointments and assess customers' financial and life-insurance needs.
• Recommend products to meet needs and complete sales documentation.
• Cross-sell and upsell opportunities and obtain referrals.
• Ensure policy documents are issued promptly and reports are submitted on time.

Connaissances

Lead generation

Bank liaison

Cross-selling

Sales closure

Customer relationship

Description du poste

Hi,

Greetings form Ageas Federal Life Insurance

Job title

Relationship Manager - Bancassurance.

Location

Kottathoor,Poovathoor,Adoor,Enathu,Oonnukal,Koodal,Thengana,Karukachal,Vakathanam,Nedumkunnam,Puthupally,Kattapana,Thalayolaparambu

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

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

Below 35yrs