Bancassurance Relationship Manager

Job Description

• Leads will be generated from the assigned bank (different channels available across Life Insurance and Health Insurance companies).
• Cross-sell various financial products to bank customers.
• Drive customer business development and manage customer relationships.
• Employment will be under the payrolls of the insurance company.
• Schedule appointments, assess customers' financial needs (life-related investments & insurance needs), recommend suitable products, gain agreement to purchase, and complete sales documentation accurately.
• Preference for candidates with experience in Life / Health / General Insurance .
• Acquire customers using the bank's database, walk-ins, and generated prospects.
• Ensure sales completion by coordinating medical reports and ensuring timely policy issuance.
• Explore opportunities to develop new markets / segments in line with company's sales strategy.
• Support other Relationship Managers and bank sales teams through coaching on products, services, and selling skills; accompany them on client visits and demonstrate effective behavior.

Required Candidate Profile

Skills Required

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