Relationship Manager- Bancassurance - 3.5 Lacs

Wego Consultants; Kakinada; Presencial; INR 495.000 - 605.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

CTC 5.5 LPA

Conveyance

Incentives

Descripción de la vacante

Wego Consultants is seeking a sales professional to generate leads from bank customers and cross-sell life/health/GI insurance products. You will manage relationships, identify customer financial needs, and complete sales documentation.

Prior insurance or BFSI experience is mandatory, with a graduation credential and a strong employment history. You will work with the bank sales team, support other relationship managers, and explore new markets in line with sales strategy.

Formación

• 1 year of sales experience in insurance channels is required.
• Insurance experience or BFSI exposure is mandatory.
• Graduation is mandatory.
• Good track record and employment stability is expected.

Responsabilidades

• Generate leads from assigned bank customers.
• Cross-sell life/health/general insurance products.
• Develop customer business, manage relationships with bank customers.
• Make appointments and assess financial needs for life-related investments and insurance.
• Coaching and supporting other Relationship Managers and bank sales staff.

Conocimientos

Sales experience

Insurance/BFSI knowledge

Relationship building

Educación

Graduation

Descripción del empleo

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.
• Good track record and employment stability is must.

Perks and Benefits

• CTC 5.5 lakhs + Conveyance + Incentives