Relationship Manager

Ageas Federal; Malappuram; On-site; INR 300,000 - 500,000; Full time

Job summary

Ageas Federal is seeking experienced sales professionals in life insurance to manage sales channels through assigned Bank branches in India. Candidates must have a minimum of 1 year in Life Insurance and Banking experience.

This role involves generating leads, building customer relationships, and adhering to company sales processes. The ideal candidates will possess a degree or diploma along with a strong focus on customer service and cross-selling insurance products.

Qualifications

• Minimum 1 year of experience in Life Insurance.
• Experience in cross selling insurance products.
• Previous experience in Banking or Financial Services.

Responsibilities

• Manage sales through assigned Bank branches.
• Generate leads from in-branch lead generators.
• Build a good customer base for cross-selling opportunities.
• Ensure timely submission of various reports.

Skills

Life Insurance experience

Cross selling

Banking/Financial Services experience

Education

Any Degree or Diploma

Job description

Role & responsibilities

Location: Thiruvananthapuram, Kollam, Kottarakkara, Mavelikkara & Alappuzha, Attingal

Job Description

Managing the life insurance sales through assigned Bank branches, coordinating between Bank and company from lead generation to policy conversion, dealing with walking customers and selling 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 years old.

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.