Bancassurance Relationship Manager

Role & responsibilities

• Generate leads from in-branch lead generators, bank customer database & walk in customers. Make appointments, explore the
• customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs
• from the companys product range, gain customer agreement to purchase, accurately complete sales documentation.
• Build a good customer base in order to explore opportunities to cross-sell & up-sell, Obtain referral to further prospects where
• appropriate.
• Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document
• Adherence to company sales process and timely submission of various reports

Preferred candidate profile

Experienced candidates preferably having life insurance or banking experience

Perks and benefits

CTC up-to 5.16 LPA + Medical+ other benefits

In case if you are comfortable for this job profile please send your CV to [email removed] or call on [phone removed]