Relationship Manager- Federal Bank -Thiruvanathapuram

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 Trivandrum is seeking a Relationship Manager - Bancassurance to drive life insurance sales through bank branches. You will coordinate between the bank and company from lead generation to policy conversion, walking customers through life insurance offerings.

The role targets building a customer base, cross-selling and timely completion of sales documents, with an emphasis on leveraging bank channels for insurance distribution.

Qualifications

• Must have 1 year of life insurance experience or cross selling in insurance/ banking/ financial services.
• Graduate or 3-year diploma required.

Responsibilities

• Generate leads from in-branch sources and walk-in customers.
• Make appointments and assess customers' life-related financial needs to tailor products.
• Cross-sell and upsell within the client base and obtain referrals.
• Facilitate medical reports and issue policy documents promptly.
• Adhere to sales processes and timely reporting.

Skills

Life Insurance sales

Banking/FS sales

Cross selling

Education

Graduate

Diploma (3-year)

Job description

Job title: - Relationship Manager - Bancassurance.

Location: - Trivandrum

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 33yrs

Salary CTC up to 4.5 lpa