Relationship Manager- Federal Bank -Attingal

Ageas Federal Life Insurance Co Ltd.; Thiruvananthapuram; On-site; INR 405,000 - 495,000; Full time

Job summary

Ageas Federal Life Insurance Co Ltd. in Kerala invites applications for a Relationship Manager - Bancassurance to drive life insurance sales through designated bank branches, coordinating from lead generation to policy conversion.

You will generate in-branch leads, meet customers, assess financial needs, select suitable products, and push cross-sell opportunities within the Federal Bank partnership, ensuring timely medicals and policy issuance.

Qualifications

• Minimum 1 year of life insurance or related sales experience.
• Experience in cross-selling in banking/financial services.
• Graduate or 3-year diploma.

Responsibilities

• Generate leads from in-branch generators, bank databases, and walk-ins.
• Make appointments, assess financial needs and match suitable life products.
• Complete sales documentation and secure policy issuance.
• Cross-sell and upsell opportunities within the customer base.
• Ensure adherence to sales process and timely reporting.

Skills

Lead generation

Cross-selling

Banking/financial services sales

Sales negotiation

Customer relationship

Education

Graduate

Job description

Job title

Relationship Manager - Bancassurance.

Location

• Venjarumoodu
• Kazhakuttom
• Attingal
• Varkala
• Kaniyapuram
• Vembayam
• Kilimanoor

Job Role

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.

Salary CTC up to 4.5 lpa

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.

Must Criteria

Should be having min 1 year of Life Insurance experience/ cross selling experience of Insurance sales /Banking/Financial Services sales/NBFC experience

Qualification

Graduate /3yr diploma

Age limit

Below 33yrs