Bancassurance - Life Insurance - Surat - Wego Consultants

    Wego Consultants
    Wego Consultants Surat

    6 days ago

    Full time
    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

    • 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.

    Required Candidate Profile

    • 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.

    Perks and Benefits

    • CTC: Up to 4.5 lakhs, plus conveyance and incentives.

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