Relationship Manager- Bancassurance - 3.5 Lacs

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

Benefits offered by this job

Conveyance

Incentives

CTC 3.5 Lakhs

Job summary

Wego Consultants is seeking a sales professional in Tamil Nadu to drive life-related investment and insurance product cross-sell with bank customers. You will generate leads from the bank, assess financial needs, and help customers select suitable policies from the company’s range.

Candidates should have at least 1 year of sales experience in insurance channels and BFSI exposure. Graduation is mandatory; incentives and conveyance are part of the package.

Qualifications

• Should have minimum 1 year sales experience in insurance channels.
• Graduation is a must.
• Insurance experience or BFSI is mandatory.

Responsibilities

• Leads will be generated from the assigned bank and cross selling of various financial products to bank customers.
• Make appointments, explore customers' financial needs in life-related investment and insurance areas, and present suitable products.
• Support and coach bank sales team with product knowledge and selling skills as requested by the sales manager.

Skills

Insurance sales

Banking

Customer acquisition

Communication skills

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