Urgent requirement For Relationship Manager -Kozhikode(Federal Bank )

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

Job summary

Ageas Federal Life Insurance Co Ltd in Kerala is seeking a Relationship Manager – Bancassurance to drive life insurance sales through bank channels. You will coordinate between banks and the company from lead generation to policy conversion, working with Federal Bank as the channel partner.

Key duties include generating in-branch leads, setting appointments, cross-selling opportunities, and ensuring timely policy issuance.

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.

Job description

Hi Job aspirant,

Greetings form Ageas Federal Life Insurance

Job title: - Relationship Manager - Bancassurance

Location: Omassery , Padinjarathara , Kondangeri ,Vadakara,Calicut Town,Payoli,Narikuni,Atholi,Mottanthara,Koorachund,Naduvannur

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.

Age Limit: up to 33yrs

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

Qualification: Any Degree or Diploma 3 years.