Relationship Manager

Ageas Federal; Kannur; On-site; INR 180,000 - 300,000; Full time

Job summary

Ageas Federal in Kannur, Kerala is seeking a life insurance sales professional to drive policy sales through assigned bank branches, from lead generation to policy conversion.

You will work with bank customers, schedule appointments, assess financial needs, present suitable products, and ensure timely completion of paperwork and policy issuance.

Qualifications

• min 1 year of Life Insurance experience or cross selling experience in Insurance sales/Banking/Financial Services sales

Responsibilities

• Generate leads from in-branch generators, bank customer database, and walk-in customers.
• Make appointments and assess customers' financial needs in life-related investments and insurance; match products and obtain purchase agreement.
• Build a customer base to explore cross-sell & up-sell opportunities; obtain referrals when appropriate.
• Facilitate sales completion by arranging medical reports and issuing policy documents promptly.
• Adhere to sales processes and submit reports on time.

Skills

Lead generation

Sales

Cross-selling

Education

Any Degree or Diploma

Job description

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 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.