Relationship Manager- Bancassurance - 3.5 Lacs

Wego Consultants; Kollam; Presencial; INR 315.000 - 385.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

CTC 3.5lakhs + Conveyance + Incentives

Descripción de la vacante

Wego Consultants seeks a results-driven sales professional to drive cross-selling of life and health insurance through bank partnerships. You will generate leads from bank channels, assess customer financial needs, propose suitable products, and guide clients through the purchase and documentation process.

Graduation is required, with at least 1 year in insurance sales preferred. The role emphasizes relationship management, market development, and collaboration with bank sales teams to meet

Formación

• 1 year of sales experience in insurance channels.
• Graduation is must.
• Insurance experience in Life/Health/GI preferred.

Responsabilidades

• Leads will be generated from the assigned bank.
• Cross selling of financial products to Bank customers.
• Develop customer business by engaging with bank clients.
• Manage relationships with customers and bank sales teams.
• Make appointments and assess customers' life-related investment and insurance needs.
• Recommend suitable products and obtain purchase agreement.
• Complete sales documentation accurately and promptly.
• Explore new markets/segments aligned with sales strategy.
• Cooperate with other Relationship Managers and bank sales teams during client visits.

Conocimientos

Sales

Relationship management

Cross-selling

Banking products

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.

Perks and Benefits

• CTC 3.5lakhs + Conveyance + Incentives