Relationship Manager- Bancassurance - 3.5 Lacs

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

Benefits offered by this job

CTC 3.5lakhs + Conveyance + Incentives

Job summary

Wego Consultants in Thiruvananthapuram invites candidates with a proven sales background in insurance channels to join our team. The role focuses on generating leads from assigned banks, cross-selling life/health/GI insurance products, and managing client relationships.

Responsibilities include setting appointments, exploring customer financial needs, and ensuring timely completion of policy documents while supporting the bank sales team with product knowledge.

Qualifications

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

Responsibilities

• Generate leads and cross-sell financial products to bank customers.
• Maintain relationships and manage customer portfolios.
• Make appointments and assess life-related investment and insurance needs.
• Facilitate policy documentation and medicals; ensure timely policy issuance.
• Support bank sales team with product knowledge and selling skills during client visits.

Skills

Sales experience

Relationship management

Banking/Insurance domain 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