We are seeking a proactive and results-oriented professional for a Bancassurance - Life Insurance role. The ideal candidate will be responsible for cross-selling life insurance products to bank customers, managing relationships, and driving business growth through strategic customer engagement.
Key Responsibilities
- Sales: Actively cross-sell life insurance products to bank customers.
- Lead Management: Utilize leads generated from the assigned bank to make appointments and explore customers financial needs.
- Customer Acquisition: Acquire new customers by effectively utilizing the bank's database, foot traffic, and generated prospects.
- Relationship Management: Develop and maintain strong relationships with bank customers for business development.
- Process & Compliance: Accurately complete sales documentation and facilitate the completion of medical reports to ensure the prompt issuance of policy documents.
- Training & Coaching: Support and coach other Relationship Managers and the bank's sales team on product knowledge and selling skills.
Required Candidate Profile
- Experience: A minimum of 1 year of sales experience is required, preferably in the insurance or BFSI sector. Candidates from other sales verticals like banking, pharma, retail, and telecom are also encouraged to apply.
- Education: A graduate degree is a must.
- Skills: Strong relationship management and sales skills, with a track record of good performance and employment stability.
Perks and Benefits
- CTC: Up to 4.5 lakhs, plus conveyance and incentives.