Relationship Manager for Insurance Banca (With All Leads supported)

Staunch HR Services Private Limited; Thrissur; On-site; INR 300,000 - 600,000; Full time

Benefits offered by this job

Monthly and quarterly incentive

Personal Insurance cover

Paid Leaves

Other Allowance

Job summary

Staunch HR Services Private Limited seeks a candidate to manage lead generation and appointment scheduling for bank branches. The role focuses on identifying customers' life-related investment and insurance needs, recommending suitable products, and closing sales with accurate documentation.

The incumbent will primarily source new bank relationships, understand working capital products, and maintain high levels of customer service and trust.

Qualifications

• Experience in lead generation and scheduling meetings with leads.
• Ability to explore customer financial needs in life-related investments and insurance.
• Capable of presenting suitable products and obtaining customer purchase agreement.
• Experience sourcing and identifying new relationships for a bank.
• Understanding of working capital products.
• Commitment to high customer service and satisfaction.
• Ability to manage field investigations and prepare appraisal notes.
• Evaluate legal aspects of proposals.
• Identify and develop channel partners to grow business volumes.

Responsibilities

• Accept and schedule meetings with leads from bank branches and warm leads.
• Explore customer financial needs in life investments and insurance, and recommend appropriate products.
• Obtain customer agreement to purchase and complete sales documentation accurately.
• Source and identify new bank relationships and maintain partnerships.
• Understand working capital products and ensure service quality.
• Manage field investigations and prepare appraisal notes with attention to legal details.
• Develop channel partners to achieve consistent and profitable volumes.

Job description

Experience Min 1 -15 yrs

Job Description

Accept and schedule meeting with leads generated from assigned bank branch (Partner bank branch) lead generators as well as warm leads provided by the bank or bank employees from the database as well as generate own leads. Make appointments, explore the customer s 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.

Incumbent will be mainly responsible for sourcing and identifying new relationship for the bank.

Understanding of working capital products

Ensure high degree of customer service/satisfaction/trust.

Manage field investigations, development and formulation of appraisal notes and scrutinizing the legal dimensions of the proposals.

Identifying and developing channel partners for achieving business volumes consistently and profitably.

Extra Benefits

• Monthly and quarterly incentive
• Personal Insurance cover
• Paid Leaves
• Other Allowance