Relationship Manager- Bancassurance - 3.2 Lacs

Wego Consultants; Maruganipalle; Sur place; INR 350 000 - 520 000; Plein temps

Avantages offerts par ce poste

Conveyance

Incentives

Résumé du poste

Wego Consultants seeks an Insurance Sales professional to generate leads from assigned banks, cross-sell life/health/GI products, and manage customer relationships. You will explore financial needs, present suitable products, and ensure binding agreements with accurate documentation.

Candidates should have at least 1 year of sales experience in insurance, be graduates, and possess BFSI experience. The role involves expanding markets and supporting the bank sales team with product knowledge and

Qualifications

• Minimum 1 year sales experience in insurance channels.
• Graduation is must.
• Insurance experience or BFSI is mandatory.

Responsabilités

• Cross selling of various financial products to bank customers.
• Make appointments and explore customers' financial needs in life-related investment and insurance areas.
• Gain customer agreement to purchase and complete sales documentation.
• Support other Relationship Managers and bank sales team as needed.
• Develop new markets/segments in line with company sales strategy.

Connaissances

Sales experience

Insurance knowledge

Formation

Graduation

Description du poste

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