Urgent Hiring | Banca | Kottayam Zone | Front Line Sales

Ageas Federal Life Insurance Co Ltd.; Eraviperoor; On-site; INR 350,000 - 550,000; Full time

Job summary

Ageas Federal Life Insurance Co Ltd. in Kerala seeks a Relationship Manager - Bancassurance to drive life insurance sales through bank partners. You will manage leads and coordinate between bank branches and the company from lead generation to policy conversion.

Responsibilities include generating in-branch leads, arranging appointments, assessing customer needs, selecting suitable products, and completing sales documentation while building a solid customer base for cross-sell opportunities.

Qualifications

• Generate leads from in-branch generators, bank customer database & walk in customers.
• Explore customer financial needs in life-related investment and insurance areas and tailor products.
• Complete sales documentation accurately and promptly.

Responsibilities

• Generate leads from bank channels and walk-ins.
• Set appointments and assess financial needs to match products.
• Cross-sell and up-sell, obtain referrals for further prospects.
• Coordinate medical reports and ensure timely policy issuance.

Skills

Bank channel sales

Lead generation

Customer relationship

Life insurance products

Sales documentation

Job description

Hi,

Greetings form Ageas Federal Life Insurance

Job title

Relationship Manager - Bancassurance.

Location

Kottathoor,Poovathoor,Adoor,Enathu,Oonnukal,Koodal,Thengana,Karukachal,Vakathanam,Nedumkunnam,Puthupally,Kattapana,Thalayolaparambu

Job Description

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

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.

Age Limit

Below 35yrs