Skywings Advisors Private Limited

Relationship Manager - Bancassurance


Job Title Relationship Manager - Bancassurance
Gender Preference Any
Number Of Vacancy 5
Industry Area Sales/Marketing
Key Skills Life Insurance Manager,Relationship Manager,Direct Sales
Qualification Other Bachelor Degree
Salary (Per Annum) 2 Lac To 4 Lac
Work Experience 1 - 4 Years
Job Requirement 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.


Job Country India
Job State / U.T. Kerala
Job City Kochi, ernakulam


Company Name Life Insurance Company
About Company Banking and Insurance Services.


Contact Person Sunil Kumar
Address Dehradun
Mobile 9810084025
Email ID