- Graduate/Postgraduate with knowledge of insurance and financial products, strong relationship management skills
- Sell life insurance products to bank customers and channel partners, generate leads, manage branch and employee activation, resolve queries, and ensure regulatory compliance
Key Sales Responsibilities:
- Play a crucial role in selling our Life Insurance Products to Bank customers and Channel Partners.
- Ensure branch & employee activation to ensure branch growth.
- Conduct regular sales activities within branch and catchment areas to generate leads.
- Ensure timey resolution of queries and complaints and controlling the instances of adverse customer experience.
Relationship Management
- Manage Relationships with key Bank Branch Team to leverage Business.
- Act as one point of contact for any Life Insurance related requirements.
- Conduct regular sales activities within branch and catchment areas to generate leads.
Lead & Business Generation
- Generate potential customer Leads through Activities,
Lobby Management etc.
- Effectively engage with Bank Customers / Channel Partners for Sales Closures.
- Ensure Monthly Business Activation of Bank SP / Branch.
- Engage with customers to help build a healthy product portfolio that support them in meeting their life goals.
Product & Process Knowledge
- Ensure adequate Product & process Knowledge.
- Sell Right to Customers.
- Adhering to regulatory requirements & monitoring quality of business.
Qualifications:
Graduate / Postgraduate
Essential Knowledge / Skill Sets:
- Should be presentable with valuable communication skills.
- Should be good at relationship building/management.
- Should have excellent communication, interpersonal and managerial skills.
- Should understand Insurance and related financial market products.
- Ability to work effectively in highly demanding and competitive environment.
📌 Relationship Manager (Bhilai)
🏢 Bajaj Life Insurance
📍 Bhilai
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