Relationship Manager- Bancassurance - 3.5 Lacs

Wego Consultants; Coimbatore District; On-site; INR 350,000 - 402,000; Full time

Benefits offered by this job

Conveyance

Incentives

Job summary

Wego Consultants is seeking a sales professional to drive life-related investment and insurance product sales through bank customers in the specified region. You will identify customer needs, present suitable products, and secure policy issuance while maintaining strong relationships with clients.

Minimum 1 year of sales experience in insurance channels is required. Graduation is mandatory, and candidates from various sales verticals are encouraged to apply for this rewarding role with

Qualifications

• Min 1 year sales experience in insurance channels.
• Candidates from insurance, banking, pharma, retail, telecom and other sales verticals are welcome.
• Insurance experience or BFSI mandatory and Graduation is must.

Responsibilities

• Cross sell financial products to bank customers.
• Generate leads and acquire customers through bank databases and footfalls.
• Make appointments and assess customers’ financial and life-related insurance needs.
• Explain products from company range and secure customer agreement to purchase.
• Complete sales documentation accurately and facilitate policy issuance.
• Support and coach other Relationship Managers and bank sales teams as needed.

Skills

Sales experience

Relationship building

Banking/Insurance domain

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