Role & responsibilities

Job title: - Relationship Manager - Bancassurance.
Job Description: -:
Managing the life insurance sales through assigned Bank branches. Coordinating between Bank and company from lead generation to policy conversion. Deal with walking customers sale them Life insurance policies.
Channel Partner: -- Federal Bank.Salary: Open for perfect candidate.
Key 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 company's product range, gain customer agreement to purchase, accurately complete sales documentation.
Build a valuable customer base in order to explore prospects 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

📌 Relationship Manager Kerala
🏢 Ageas federal
📍 Kerala