Relationship Manager - Bancassurance-Life Insurance - 4 lacs

Wego Consultants; Haridwar, Ghaziabad District, Bulandshahr; Vor Ort; INR 300.000 - 600.000; Vollzeit

Zusammenfassung

Wego Consultants in India seeks an insurance sales professional with 3-7 years of experience to directly sell life insurance and other financial products to bank customers. The role involves lead generation from partner banks, customer needs analysis, and end-to-end sales documentation.

Candidates with BFSI experience and graduation are preferred, with a track record of stability. Prior experience in banking/insurance sectors is mandatory for this position.

Qualifikationen

• 3-7 years experience in insurance sales
• Experience in BFSI preferred
• Graduation is must
• Good track record and employment stability

Aufgaben

• Direct selling of financial products to bank customers
• Customer acquisition through banks' database and footfalls
• Make appointments and assess customers' life-related investment and insurance needs
• Complete documentation and assist in policy issuance
• Support other Relationship Managers and bank sales team
• Explore opportunities to develop new markets/segments

Kenntnisse

Sales

Relationship management

Life Insurance

Banking

Ausbildung

Graduation

Jobbeschreibung

Leads will be assigned from the partner bank

Direct selling of various financial products to the bank customers.

Customer business development .

Relationship Management .

Will be in payrolls of the 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 company's product range, gain customer agreement to purchase, accurately complete sales documentation

Candidates with experience in Life 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.

Vacancy also Open at below mentioned location.

Required Candidate profile

Should have 3-7 year experience in insurance sales in any insurance channel.

Looking candidates from insurance and banking.

Insurance experience or BFSI is mandatory.

Graduation is must.

Good track record and employment stability is must.