Relationship Manager-Bancasurance-(Federal bank)

Ageas Federal; Ernakulam; On-site; INR 240,000 - 420,000; Full time

Job summary

Ageas Federal is hiring for a life insurance sales role through bank branches in Kerala. You will generate leads from bank customers and walk-ins, assess financial needs, and propose life insurance products to meet those needs.

You will build a base of customers for cross-selling, secure referrals, and coordinate policy issuance through bank channels. The ideal candidate has at least 1 year of life insurance or related sales experience, with a degree or diploma.

Qualifications

• Minimum 1 year life insurance experience or cross-selling experience in Insurance sales / Banking / Financial services.
• Qualification: Any Degree or Diploma (3 years).
• Able to generate leads and convert through bank channels.

Responsibilities

• Generate leads from in-branch generators, bank customer databases, and walk-in customers.
• Make appointments to assess customers' financial needs and offer suitable insurance products.
• Build a customer base to explore cross-sell opportunities; obtain referrals.
• Facilitate sales closure by arranging medicals and issuing policy documents promptly.
• Adhere to the company's sales process and submit reports on time.

Skills

Lead generation

Needs analysis

Cross-selling

Customer outreach

Education

Any Degree

Diploma

Job description

Role & responsibilities

Role & responsibilities

Location: - Muvattupuzha,Aluva,Ernakulam,Kochi

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.