Relationship Manager- Bancassurance - 4 Lacs

Wego Consultants; Sangareddy, Nalgonda District, Hyderabad; On-site; INR 298,000 - 403,000; Full time

Benefits offered by this job

CTC 3.5lakhs + Conveyance + Incentives

Job summary

Wego Consultants in India, Telangana, is hiring a sales professional for life/health/GI insurance. The role involves selling policies through bank渠道, cross-selling financial products to bank customers and building strong relationships.

You will generate leads from banks, set appointments, assess clients' financial and insurance needs, and coordinate policy issuance. Graduation is required with 1 year sales experience in insurance or BFSI preferred; incentives offered.

Qualifications

• 1 year sales experience in any insurance channels.
• Insurance experience or BFSI is mandatory.
• Graduation is must.

Responsibilities

• 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 on the payroll of the Insurance company.
• Make appointments and explore customers' life/health/investment needs and meet them with suitable products.
• Support other sales teams and accompany on client visits when requested.

Skills

Sales experience

Insurance product knowledge

Banking/BFSI familiarity

Relationship building

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 3.5lakhs + Conveyance + Incentives