Relationship Manager- Bancassurance - 3.5 Lacs

Wego Consultants; Kannur; On-site; INR 350,000 - 420,000; Full time

Benefits offered by this job

CTC 3.5 LPA

Conveyance

Incentives

Job summary

Wego Consultants is seeking a sales professional to drive life, health, and general insurance products through bank-based channels. You will identify customer needs, present suitable policies, and secure purchase while building relationships with bank clients.

The role requires at least 1 year of insurance sales experience, graduation, and experience in BFSI sectors. Candidates from banking, pharma, retail, telecom and other sales verticals are welcome.

Qualifications

• Should have minimum 1 year sales experience in insurance channels.
• Graduation is must.
• Insurance BFSI experience mandatory.
• Looking for candidates from insurance, banking, pharma, retail, telecom and other sales verticals.

Responsibilities

• Leads will be generated from the assigned bank.
• Cross selling of various financial products to the Bank customers.
• Customer business development.
• Relationship management.
• Make appointments, explore customers' financial needs in life-related investment and insurance areas, select appropriate products from the company range, and obtain customer agreement to purchase.

Skills

Sales experience

Insurance knowledge

Banking products

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