Relationship Manager- Bancassurance

Job Responsibilities :

• 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 areas, select appropriate product to meet these needs from the company's product range, gain customer agreement to purchase, and accurately complete sales documentation.
• Candidates with experience in Life / Health / General Insurance preferred.
• Customer acquisition through resource utilization of bank's database, footfalls, and generated prospects.
• Responsible for sales completion by facilitating completion of medical reports and 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

Skills Required

Lead Generation, Cross Selling, Life Insurance Sales, General Insurance Sales, Customer Acquisition