Relationship Manager- Bancassurance

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 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

Skills Required

Sales, Insurance Sales, Life Insurance, Health Insurance, General Insurance, Bfsi, Cross Selling, Banking Sales, Relationship Management