Relationship Manager

Ageas Federal; Kottayam, Pathanamthitta; On-site; INR 300,000 - 600,000; Full time

Job summary

Ageas Federal is looking for a Life Insurance Sales Manager in Palakkad, Kerala. The role involves managing sales through assigned Bank branches, generating leads, and ensuring compliance with the company's sales process. Candidates should have a minimum of 1 year experience in Life Insurance or Banking. A degree or diploma is required. The position offers opportunities to build a strong customer base and cross-sell products.

Qualifications

• Minimum 1 year of Life Insurance experience or cross-selling experience.
• Experience in Banking or Financial Services sales.

Responsibilities

• Manage life insurance sales through assigned Bank branches.
• Generate leads from bank customer database and walk-in customers.
• Facilitate completion of medical reports and ensure prompt issue of policy document.

Skills

Lead generation

Customer relationship management

Sales documentation

Education

Any Degree or Diploma

Job description

Role & Responsibilities

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 & Salary

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