- Sales: Actively cross-sell life insurance products to bank customers.
- Lead Management: Utilize leads generated from the assigned bank to make appointments and explore customers' financial needs.
- Customer Acquisition: Acquire new customers by effectively utilizing the bank's database, foot traffic, and generated prospects.
- Relationship Management: Develop and maintain strong relationships with bank customers for business development.
- Process & Compliance: Accurately complete sales documentation and facilitate the completion of medical reports to ensure the prompt issuance of policy documents.
- Training & Coaching: Support and coach other Relationship Managers and the bank's sales team on product knowledge and selling skills.
- Experience: A minimum of 1 year of sales experience is required, preferably in the insurance or BFSI sector. Candidates from other sales verticals like banking, pharma, retail, and telecom are also encouraged to apply.
- Education: A graduate degree is a must.
- Skills: Strong relationship management and sales skills, with a track record of good performance and employment stability.
- CTC: Up to 4.5 lakhs, plus conveyance and incentives.
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Bancassurance - Life Insurance - Surat - Wego Consultants
Description
We are seeking a proactive and results-oriented professional for a Bancassurance - Life Insurance role. The ideal candidate will be responsible for cross-selling life insurance products to bank customers, managing relationships, and driving business growth through strategic customer engagement.
Key Responsibilities
Required Candidate Profile
Perks and Benefits
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Bancassurance/Life Insurance
Full time Wego Consultants- Surat
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Branch Manager(Surat)-Life Insurance
Only for registered members Surat
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Sales Manager Life Insurance, Financial Services, Surat
Only for registered members Surat
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Financial Advisor
Only for registered members Surat, Gujarat
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Financial Advisor
Only for registered members Surat
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Financial Advisor
Only for registered members Surat
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Associate Partner
Only for registered members Surat
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Manager - Training (Bancassurance)
Only for registered members Surat
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Insurance Agent
Only for registered members Surat
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Relationship Manager
Only for registered members Surat
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District Manager
Only for registered members Surat
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Sales Manager
Only for registered members Surat
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Relationship Manager
Only for registered members Surat
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Sales And Marketing Specialist
Only for registered members Surat
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Retail Executive
Only for registered members Surat
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Sales Executive
Only for registered members Adajan, Surat
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Retail Executive
Only for registered members Bardoli
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Graphic Designer
Only for registered members Surat
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Business Development
InternshipSHIP Only for registered members Surat, Gujarat
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Relationship Manager
Only for registered members Surat
