WE ARE HIRING BANKING SALES EXECUTIVE Job Title Relationship Manager Bancassurance Banca Channel Role Summary Drive life insurance sales through partner bank branches by building robust relationships with bank staff and customers Key Responsibilities Generate life insurance business via assigned bank branches Build and maintain relationships with bank employees RMs branch managers Identify customer needs and recommend suitable insurance products Achieve sales targets and business goals Conduct joint sales calls and customer meetings Ensure compliance with company and regulatory guidelines Requirements Graduate any discipline 0 6 years of sales experience insurance banking preferred Good communication and interpersonal skills Target driven and customer focused Key Skills Sales negotiation Relationship management Customer handling
Contact- +91-XXXXXXXXXX
Role And Responsibilities
- Promote and sell life insurance policies to prospective clients through direct channels
- Understand client needs and recommend suitable insurance products
- Build and maintain relationships with clients to ensure customer satisfaction and retention
- Provide excellent customer service by addressing client inquiries and resolving any issues
- Meet and exceed sales targets and contribute to the overall growth of the organization
- Stay updated with industry trends, product knowledge, and regulatory requirements
Candidate Qualifications
- Previous Sales Experience: Proven success in a sales role,
preferably in insurance or financial services. Experience in life insurance sales is highly desirable.
- Excellent Communication Skills: Strong verbal and written communication skills to effectively present information, listen actively, and respond to client inquiries.
- Interpersonal Skills: Ability to build rapport, establish trust, and maintain long-term relationships with clients. Good negotiation and persuasion skills are essential.
- Self-Motivated: Demonstrated ability to work independently, set goals, and achieve targets. Proactive and driven to succeed in a competitive sales environment.
- Ethical Conduct: Adherence to high ethical standards, maintaining client confidentiality, and following regulatory guidelines.
- Knowledge of Insurance Products: Familiarity with various types of life insurance policies, their features, and benefits. Understanding of underwriting principles and risk assessment is an advantage.
- Computer Proficiency: Basic knowledge of computer systems, including proficiency in using customer relationship management (CRM) software, Microsoft Office, and online communication tools.