Relationship Manager- Bancassurance - 3.5 Lacs

Wego Consultants; Sri Sathya Sai; On-site; INR 495,000 - 605,000; Full time

Benefits offered by this job

CTC 5.5 Lakhs

Conveyance

Incentives

Job summary

Wego Consultants is seeking a sales professional to work within bank channels, focusing on life-related investments and insurance products. You will generate leads from the bank, develop customer relationships, and close policy sales while ensuring proper documentation and timely issuance.

Candidates should have at least 1 year of sales experience, preferably in insurance or BFSI, with graduation and a stable employment history. This role offers incentives and a fixed CTC structure.

Qualifications

• Minimum 1 year sales experience in insurance channels or BFSI.
• Insurance experience or BFSI is mandatory.
• Graduation is must.
• Good track record and employment stability.

Responsibilities

• Leads will be generated from the assigned bank.
• Cross selling of various financial products to the bank customers.
• Customer business development and relationship management.
• Make appointments and assess customers' financial needs in life-related investments and insurance; select products from the company range and secure purchase.
• Assist in completing sales documentation and ensure prompt policy issuance.
• Support other Relationship Managers and bank sales teams by coaching on product knowledge and selling skills.

Skills

Sales experience

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.
• Good track record and employment stability is must.

Perks and Benefits

• CTC 5.5 lakhs + Conveyance + Incentives