Bancassurance Relationship Manager - Raigarh - Wego Consultants

    Wego Consultants
    Wego Consultants Raigarh

    2 days ago

    Full time
    Description

    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

    • Minimum 1 year of sales experience in any insurance channel.
    • Candidates from insurance, banking, pharma, retail, telecom, or other sales verticals are eligible.
    • Insurance or BFSI experience is mandatory.
    • Graduation is required.
    • Strong track record and employment stability are essential.

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