Relation Ship Manager

Ageas Federal Life Insurance Co Ltd.; Malappuram; On-site; INR 350,000 - 650,000; Full time

Job summary

Ageas Federal Life Insurance Co Ltd. in Kerala invites applications for a Relationship Manager - Bancassurance based at Muvattupuzha.

You will manage life insurance sales through assigned bank branches and coordinate between bank and company from lead generation to policy conversion. Key tasks include generating leads in-branch and from bank databases, arranging appointments, cross-selling life insurance products, ensuring policy issuance, and maintaining timely reports while building a strong

Qualifications

• Minimum 1 year life insurance experience.
• Cross-selling experience in insurance sales, banking or financial services.
• Any Degree or Diploma (3 years) required.

Responsibilities

• Generate leads from in-branch generators, bank database and walk-in customers.
• Make appointments, assess financial needs and match suitable life products.
• Build a customer base and explore cross-sell/up-sell opportunities.
• Facilitate sales closure including medical reports and policy issuance.
• Adhere to sales processes and submit reports on time.

Skills

Lead generation

Sales

Relationship management

Cross-selling

Banking knowledge

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.