Relation Ship Manager

Ageas Federal Life Insurance Co Ltd.; Ernakulam, Kottayam; On-site; INR 250,000 - 420,000; Full time

Job summary

Ageas Federal Life Insurance Co Ltd. in Kerala is seeking a Relationship Manager - Bancassurance to drive life insurance sales through bank branches in Muvattupuzha and nearby areas.

You will coordinate between the bank and the company from lead generation to policy issuance, building a strong customer base and pursuing cross-sell opportunities. The role requires at least 1 year of life insurance or related sales experience, with age up to 33, and a degree or diploma.

Qualifications

• Must have at least 1 year life insurance experience or cross-selling experience in insurance sales/banking/financial services
• Age limit up to 33 years
• Any Degree or Diploma (3 years) required

Responsibilities

• Generate leads from in-branch generators, bank databases, and walk-ins
• Make appointments and assess customers' life-related financial needs
• Select appropriate products and gain customer agreement to purchase
• Cross-sell and up-sell opportunities to existing customers
• Ensure completion of medical reports and timely issue of policy documents
• Adhere to company sales process and timely submission of reports

Skills

Lead generation

Cross-selling

Relationship building

Sales documentation

Banking/financial services sales

Education

Any Degree or Diploma

Job description

Role & responsibilities

Job title: -

Relationship Manager - Bancassurance.

Location: - Muvattupuzha,Ernakulam,Kochi.

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 33
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.