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Relationship Manager- Bancassurance

ConfidentialCoimbatore, Chennai

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.

Skills Required

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

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Relationship Manager • Coimbatore, Chennai

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