Relationship Manager - Federal Bank - Goa

Ageas Federal; Panaji, South Goa District, Mapusa; On-site; INR 450,000 - 550,000; Full time

Job summary

Ageas Federal Life Insurance Co Ltd. in Goa (Panaji area) is looking for a Relationship Manager in Bancassurance to drive life insurance sales through bank branches.

You will manage end-to-end processes from lead generation to policy issuance, coordinating between the bank and the company, and walking customers through the product options. The ideal candidate has at least 1 year of life insurance or cross-selling experience in banking/financial services, with a graduate or 3-year diploma.

Qualifications

• Must have at least 1 year of Life Insurance experience or cross-selling experience in Insurance sales/Banking/Financial Services.
• Graduate or 3-year diploma required.
• Age limit: below 38 years.

Responsibilities

• Generate leads from in-branch lead generators, bank customer database & walk-in customers.
• Make appointments, explore customers' financial needs in life-related investment and insurance and recommend suitable products from the company’s range, and obtain customer agreement to purchase.

Skills

Life Insurance sales

Cross-selling

Banking/Financial services sales

Education

Graduate /3yr diploma

Job description

Job title: -

Relationship Manager - Bancassurance.

Location: - Goa (Panji, Ponda, Mapusa, Porvarim)

Number of Vacancies - 3

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.

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 38 yrs

Salary CTC up to 5 lpa