Relationship Manager-Bancassurance

Ageas Federal; Wayanad District; On-site; INR 200,000 - 350,000; Full time

Job summary

Ageas Federal is seeking a field sales executive to manage life insurance sales through allotted Bank branches in India. You will coordinate between the bank and the company from lead generation to policy conversion, handling walking customers and cross-selling opportunities.

Primary targets include generating leads via in-branch generators and bank customer databases, setting appointments, assessing financial needs, and ensuring timely issue of policy documents while adhering to the sales

Qualifications

• 1 year life insurance experience or cross-selling experience in insurance, banking or financial services.

Responsibilities

• Generate leads from in-branch lead generators, bank customer database & walk-in customers.
• Make appointments, assess customer financial needs in life-related investments and insurance, select appropriate products.
• Cross-sell and up-sell opportunities and obtain referrals to further prospects.
• Facilitate medical reports and issue policy documents promptly.
• Adhere to sales process and timely submission of reports.

Skills

Life insurance sales

Cross-selling

Lead generation

Education

Any Degree or Diploma (3 years)

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.

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.