Relationship Manager- Bancassurance - 3.2 Lacs

Wego Consultants; Chindenahally; On-site; INR 350,000 - 490,000; Full time

Benefits offered by this job

Conveyance

Incentives

CTC 3.5lakhs + Incentives

Job summary

Wego Consultants seeks a sales professional to drive bank-led insurance cross-sell initiatives and build relationships with bank customers. You will identify life and health insurance needs, present suitable products from our range, and secure policy purchases.

The role involves generating leads via bank channels and coordinating appointments to understand customer requirements. Candidates should have at least 1 year of insurance sales experience, with graduation mandatory.

Qualifications

• Minimum 1 year sales experience in any insurance channel.
• Graduation is must.
• Insurance/BFSI experience preferred.

Responsibilities

• Leads will be generated from the assigned bank.
• Cross selling of financial products to bank customers.
• Customer business development.
• Relationship Management.
• Make appointments and explore customers' financial needs in life-related investments and insurance areas, select appropriate products from the company range, gain customer agreement to purchase.
• Complete sales documentation accurately.

Skills

Sales experience

Relationship management

Cross selling

Life/Health Insurance

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