Relationship Manager- Bancassurance - 3.5 Lacs

Wego Consultants; Nagercoil; On-site; INR 315,000 - 385,000; Full time

Benefits offered by this job

CTC 3.5lakhs + Conveyance + Incentives

Job summary

Wego Consultants in Tamil Nadu, India seeks a sales professional to cross-sell life and other insurance products through bank customer leads. The role focuses on acquiring customers, building relationships, and aligning financial solutions with client needs.

Candidates should have at least 1 year of sales experience in insurance channels; graduation is mandatory. Insurance/BFSI experience is preferred, with additional exposure across banking, pharma, retail, or telecom sales.

Qualifications

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

Responsibilities

• Lead generation from the assigned bank and cross selling of financial products.
• Manage customer relationships and business development with bank customers.
• Make appointments and explore customers' life-related investment and insurance needs.
• Select appropriate products from the company range and obtain customer agreement to purchase.
• Facilitate documentation and ensure timely policy issuance; support bank sales team when needed.

Skills

Sales experience

Insurance BFSI knowledge

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