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Relationship Manager- Bancassurance

Relationship Manager- Bancassurance

ConfidentialThrissur
8 days ago
Job description
  • Leads will be generated from the assigned bank
  • Cross selling of various financial products to the Bank customers
  • Customer business development
  • Relationship Management
  • Will be in payrolls of the Insurance company
  • Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the companies product range, gain customer agreement to purchase, accurately complete sales documentation
  • Candidates with experience in Life / Health / GI Insurance preferred
  • Customers acquisition through resource utilization of banks database, foot falls, generated prospects.
  • Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document.
  • Explore opportunities to develop new markets / segments in line with company sales strategy from time to time.
  • Support other Relationship Managers and the bank sales team where requested by the sales manager by coaching them in company knowledge, products, services & selling skills, accompanying them on client visits & modeling relevant behavior.

    • Required Candidate profile

    • Should have minimum 1 year sales experience in any of insurance channels. .Looking candidates from insurance, banking, pharma,retail, telecome and other sales verticals.
    • Insurance experience or BFSI is mandatory.

      • Skills Required

      Relationship Management, Customer Acquisition, Lead Generation, Sales Strategy

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    Relationship Manager • Thrissur

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