Job Responsibilities:
- Generate Life Insurance business through assigned bank branches.
- Build and maintain strong relationships with Bank Branch Managers, Relationship Managers and Bank Sales Teams.
- Generate leads and convert bank customers into Life Insurance customers.
- Explain suitable Protection, Savings, Investment, Retirement and Life Insurance solutions to customers.
- Handle cross-selling and up-selling opportunities with existing bank customers.
- Conduct regular customer meetings and follow up on leads.
- Achieve monthly and annual sales targets.
- Maintain regular coordination with the bank branch team for business generation.
- Assist customers with documentation and policy issuance processes.
- Maintain daily sales activity and business reports.
- Ensure good customer service and build long-term customer relationships.
Candidate Profile:-
- Graduate in any discipline.
- Minimum 6 months into BFSI/NBFC/ Life Insurance/Banking
- Bancassurance experience will be an advantage.
- Robust communication and interpersonal skills.
- Good customer handling and relationship management skills.
- Target-oriented and self-motivated.
- Ability to work with bank branch teams and generate business.
- Immediate joiners or candidates serving notice period preferred.
For more information and interested candidates, please share CV-95585 09591 and email
[email protected]
📌 Relationship Manager (Bengaluru)
🏢 KINAARA ENTERPRISE
📍 Bengaluru