Skywings Advisors Private Limited

Relationship Manager - Bancassurance

1 - 4 Years

Kochi, ernakulam


Job Description

Position : Relationship Manager - Bancassurance
CTC : Upto 4 LPA +incentives
Designation : Relationship Manager (Bancassurance Channel)
Job Description : Relationship Manager (Bancassurance Channel
1.Sales: Accept leads generated from in-branch lead generators as well as warm leads provided by the bank from the database as well as generate own leads. 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.
2. Incentive programs: Cascade the incentive programs & ensure complete success in implementation of the same. Sales completion process: Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document, New markets/segments: Explore opportunities to develop new markets/ segments in line with company sales strategy from time to time.
3. Cross Sell/ Up-Sell: Build a good customer base in order to explore opportunities to cross-sell & up-sell, Obtain referral to further prospects where appropriate.
4. Relationship Building:Build long term relationship with the bank staff & clients by responding appropriately to all bank/client queries either directly received or forwarded by the service company.
Know all the branch managers, relationship managers & employees of all assigned branches on a personal level.
5. Customer Relationship Management: Arrange meetings of banks branch managers & staff with existing clients at least once a year, acknowledging birthdays & anniversaries to review their financial circumstances & life insurance needs as well as to obtain referrals to further prospects.

Salary 2 Lac To 4 Lac P.A.
Industry Sales/Marketing
Work Experience 1 - 4 Years
Qualification Other Bachelor Degree

Key Skills

Life Insurance Manager Relationship Manager Direct Sales

Company Profile

Company Name

Life Insurance Company

About Company Banking and Insurance Services.
Contact Person Sunil Kumar
Address Dehradun
Email ID sunil.kumar@assuredjob.com

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