Relationship Manager- Bancassurance - 3.2 Lacs

Wego Consultants; Channarayapatna; On-site; INR 320,000 - 420,000; Full time

Benefits offered by this job

CTC 3.5lakhs + Conveyance + Incentives

Job summary

Wego Consultants seeks a sales professional to generate leads from banks and cross-sell life and health insurance products. You will identify customer needs, present suitable financial products, and ensure documentation is completed accurately.

Prior Insurance/BFSI experience and a graduation degree are required; candidates from related sales sectors are welcome. Expected activities include client meetings, managing relationships with bank customers, and supporting the bank sales team with

Qualifications

• Minimum 1 year sales experience in any insurance channel.
• Candidates from insurance, banking, pharma, retail, telecom and other sales verticals are considered.

Responsibilities

• Leads will be generated from the assigned bank.
• Cross selling of financial products to bank customers.
• Customer business development.
• Relationship management with bank customers.
• Payrolls of the insurance company will be on the payroll.
• Make appointments, assess customers' financial needs in life-related investments and insurance, select suitable products and complete sale documents.

Skills

Sales experience

Relationship management

Banking/insurance product knowledge

Education

Graduation

Job description

Leads will be generated from the assigned bank

Cross selling of various financial products to the Bank customers.

Customer business development .

Relationship Management .

Will be in payrolls of the Insurance company .

Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the companies product range, gain customer agreement to purchase, accurately complete sales documentation

Candidates with experience in Life/Health/GI Insurance preferred

Customers acquisition through resource utilization of banks database, foot falls, generated prospects.

Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document.

Explore opportunities to develop new markets/ segments in line with company sales strategy from time to time.

Support other Relationship Managers and the bank sales team where requested by the sales manager by coaching them in company knowledge, products, services & selling skills, accompanying them on client visits & modeling relevant behavior.

Required Candidate profile

Should have minimum 1 year sales experience in any of insurance channels. .Looking candidates from insurance, banking, pharma,retail, telecome and other sales verticals.

Insurance experience or BFSI is mandatory.

Graduation is must.

Perks and Benefits

• CTC 3.5lakhs + Conveyance + Incentives