Relationship Manager-Bancassurance(Federal Bank)

Ageas Federal; Thrissur; On-site; INR 250,000 - 350,000; Full time

Job summary

Ageas Federal is seeking a field sales executive to drive life insurance sales through bank branches in Kerala. You will coordinate between Federal Bank and the company, generate leads, meet customers in-branch and on-walk-ins, and ensure policy issuance.

Responsibilities include generating leads, setting appointments, cross-selling suitable products, maintaining a strong customer base, and timely submission of reports while following the sales process. Age limit 33.

Qualifications

• 1 year life insurance experience or cross-selling experience in Insurance sales/Banking/Financial Services sales is required
• Any Degree or Diploma (3 years) is acceptable
• Age: up to 33 years

Responsibilities

• Generate leads from in-branch lead generators, bank customer database and walk-in customers
• Make appointments, assess customer financial needs, and offer suitable life insurance products
• Cross-sell and up-sell to build a customer base and obtain referrals
• Facilitate medical reports and ensure prompt issuance of policy documents
• Adhere to the company sales process and timely submission of reports

Skills

Lead generation

Cross-selling

Customer relationship

Sales

Education

Any Degree or Diploma

Job description

Role & responsibilities

Role & responsibilities

Location: - Wadakanchery,Kunnamkulam,Irinjalikuda,Mala.Thriprayar,Kalletinkara

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.