Relationship Manager-Federal Bank

Ageas Federal; Wayanad District, Kozhikode district, Kasaragod; On-site; INR 300,000 - 500,000; Full time

Job summary

Ageas Federal is seeking a sales-focused professional to generate leads from in-branch resources, bank databases, and walk-in customers. The role involves making appointments to assess life-related financial and insurance needs, recommending suitable products, and obtaining customer agreement to purchase with accurate documentation.

The candidate will build a strong customer base and pursue referrals for future prospects.

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.

Job description

Role & 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.

LOcation-Mahi Valapattanam,kanhangad,kalikavu,cheruvanoor,manjeri,meenangady,wandoor,kundamangalam,kozhikode city,vadakara,quilandyConnect:Hrsourcing11@ageasfederal