Relationship Manager-Bancassurance(Federal bank)

Ageas Federal Life Insurance Co Ltd.; Kanhangad; On-site; INR 250,000 - 450,000; Full time

Job summary

Ageas Federal Life Insurance Co Ltd. is seeking a results-driven life insurance sales professional to generate leads and convert them into policies through bank branches.

You will coordinate between the bank and the company from lead generation to policy conversion, while handling walking customers and cross-selling opportunities. Ideal candidates have at least 1 year of life insurance or related financial services sales experience and hold any degree or a 3-year diploma.

Qualifications

• 1+ year life insurance experience preferred.
• Experience in cross-selling within financial services or banking.
• Strong communication and relationship-building skills.

Responsibilities

• Generate leads from in-branch generators, bank customer databases and walk-ins.
• Schedule appointments and assess customers' life-related financial needs to recommend suitable products.
• Cross-sell and upsell opportunities, and obtain referrals for new prospects.
• Coordinate with banks and company to ensure smooth policy issuance and required medicals.
• Adhere to sales processes and timely submission of reports.

Skills

Lead generation

Sales

Cross-selling

Banking/Financial services sales

Education

Any Degree/Diploma (3 years)

Job description

Role & responsibilities

Role & responsibilities

Location: - Kasargod,Beemanadi,Udhuma,parappa,Cherupuzha

Job Description: -:Managing the life insurance sales through assigned Bank branches. Coordinating between Bank and company from lead generation to policy conversion. Deal with walking customers sale them Life insurance policies. Channel Partner: --Federal Bank.Salary: Open for perfect candidate. 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.