Relationship Manager

Ageas Federal; Thrissur, Kollam; On-site; INR 300,000 - 600,000; Full time

Job summary

Ageas Federal is looking for a motivated individual to manage life insurance sales through assigned bank branches in Thrissur, Kerala. The role involves coordinating leads from banks and converting them into policy sales, focusing on customer satisfaction and adherence to sales processes.

Applicants must be up to 33 years old and have at least 1 year of experience in Life Insurance sales or related fields. An appropriate degree or diploma is necessary.

Qualifications

• Minimum 1 year of experience in Life Insurance or Financial Services sales.
• Ability to manage customer needs and sales documents effectively.

Responsibilities

• Manage life insurance sales through assigned Bank branches.
• Coordinate between Bank and company for lead generation.
• Deal with walk-in customers to sell Life insurance policies.
• Build a solid customer base for cross-selling and up-selling opportunities.

Skills

Lead generation

Customer relationship management

Sales documentation

Cross-selling

Adherence to sales process

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: 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.

Eligibility and Qualifications

Age Limit: up to 33 years.

Must Criteria: Should be having minimum 1 year of Life Insurance experience / cross-selling experience of Insurance sales / Banking / Financial Services sales experience.

Qualification: Any Degree or Diploma 3 years.