Relationship Manager-Bancassurance(Federal Bank)

Ageas Federal; Ernakulam; On-site; INR 150,000 - 230,000; Full time

Job summary

Ageas Federal is looking for a sales-focused professional to generate leads in branches and from customer databases, to assess life-related financial needs and offer suitable products. You will schedule meetings, secure customer buy-in, and ensure complete sales documentation.

The role involves building a strong customer base with opportunities to cross-sell and up-sell, while coordinating with medical reports and timely policy issuance. Adherence to the sales process and reporting is essential.

Qualifications

• Must have 1 year of Life Insurance experience or cross selling experience in Insurance sales/Banking/Financial Services sales.
• Candidate should have any Degree or Diploma (3 years).
• Strong client facing and documentation skills are required.

Responsibilities

• Generate leads from in-branch lead generators, bank customer databases, and walk-in customers.
• Make appointments and explore customers' financial needs in life-related investment and insurance areas; recommend products and complete sales documentation.
• Build a customer base and explore cross-sell/up-sell opportunities; obtain referrals as appropriate.
• Facilitate medical reports and ensure prompt issue of policy documents to complete sales.
• Adhere to company sales process and timely submission of reports.

Skills

Life Insurance Sales

Cross Selling

Banking/FS Sales

Education

Degree or Diploma (3 yrs)

Job description

Role & responsibilities

Key Responsibilities: -

• Generate leads from in-branch lead generators, bank customer database & walk in customers.
• Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the company's product range, gain customer agreement to purchase, accurately complete sales documentation.
• Build a good customer base in order to explore opportunities to cross-sell & up-sell, Obtain referral to further prospects where appropriate.
• Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document
• Adherence to company sales process and timely submission of various reports.

Age Limit: up to 33
Must Criteria: Should be having min 1 year of Life Insurance experience/ cross selling experience of Insurance sales /Banking/Financial Services sales experience Qualification:Any Degree or Diploma 3 years