Hiring for Insurance Banca Channel (With all leads supported)

Staunch Jobs; Warangal; On-site; INR 250,000 - 500,000; Full time

Benefits offered by this job

Monthly incentive

Quarterly incentive

Personal Insurance cover

Paid Leaves

Other Allowance

Job summary

Staunch Jobs is seeking a sales-oriented candidate in India to manage meeting scheduling with bank leads, identify customer financial needs, and recommend life-related investment and insurance products. The role involves sourcing new bank relationships and ensuring strong customer service.

The position emphasizes appointments, documentation, and collaboration with bank partners to drive profitable volumes.

Qualifications

• Experience Min 1-15 yrs

Responsibilities

• Accept and schedule meetings with leads generated from assigned bank branch (Partner bank branch) lead generators as well as warm leads provided by the bank or bank employees from the database.
• Make appointments, explore customers' financial needs in life-related investment and insurance areas, and select appropriate products to meet these needs from the company’s product range.
• Gain customer agreement to purchase and accurately complete sales documentation.
• Incumbent will be mainly responsible for sourcing and identifying new relationships for the bank.
• Understand working capital products and ensure a high degree of customer service and trust.
• Manage field investigations, development and formulation of appraisal notes and scrutinizing the legal dimensions of proposals.
• Identify and develop channel partners for achieving business volumes consistently and profitably.

Job description

Experience Min 1 -15 yrs

Job Description

Accept and schedule meeting with leads generated from assigned bank branch (Partner bank branch) lead generators as well as warm leads provided by the bank or bank employees from the database as well as generate own leads. 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.

Incumbent will be mainly responsible for sourcing and identifying new relationship for the bank.

Understanding of working capital products

Ensure high degree of customer service/satisfaction/trust.

Manage field investigations, development and formulation of appraisal notes and scrutinizing the legal dimensions of the proposals.

Identifying and developing channel partners for achieving business volumes consistently and profitably.

Extra Benefits

• Monthly and quarterly incentive
• Personal Insurance cover
• Paid Leaves
• Other Allowance