Relationship Manager- Bancassurance - Kottayam - Wego Consultants

    Wego Consultants
    Wego Consultants Kottayam

    6 days ago

    Full time ₹400,000 - ₹1,200,000 (INR) per year *
    Description

    Job Summary:

    India's leading life insurance provider is looking for a Relationship Manager in the Credit Life Channel to drive business through cross-selling life insurance products to bank customers and maintaining strong stakeholder relationships.

    Key Responsibilities:

    • Leads will be generated from the assigned bank.
    • Cross-sell various financial products to bank customers.
    • Develop customer business through relationship-building and financial need analysis.
    • Manage and enhance relationships with bank staff and customers for effective business conversion.
    • Make appointments and explore customers' financial needs in life-related investments and insurance areas.
    • Recommend suitable products from the company's range to meet customer needs and gain agreement to purchase.
    • Accurately complete sales documentation and ensure timely policy issuance.
    • Acquire new customers using bank databases, footfall, and generated leads.
    • Facilitate completion of medical reports and ensure prompt policy document issuance.
    • Explore new markets/segments in line with the company's sales strategy.
    • Support other Relationship Managers and bank sales teams by sharing knowledge of company products, services, and sales skills.
    • Accompany team members on client visits and provide on-ground coaching and support.

    Required Candidate Profile:

    • Minimum 1 year of sales experience in any insurance channel.
    • Candidates from insurance, banking, pharma, retail, telecom, and other sales verticals are welcome.
    • Insurance or BFSI experience is mandatory.
    • Must be a graduate (Graduation is required).
    • Must have a good track record and employment stability.
    * This salary range is an estimation made by beBee
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