Job Summary:
India's leading life insurance provider is looking for a Relationship Manager in the Credit Life Channel to drive business through cross-selling life insurance products to bank customers and maintaining strong stakeholder relationships.
Key Responsibilities:
- Leads will be generated from the assigned bank.
- Cross-sell various financial products to bank customers.
- Develop customer business through relationship-building and financial need analysis.
- Manage and enhance relationships with bank staff and customers for effective business conversion.
- Make appointments and explore customers financial needs in life-related investments and insurance areas.
- Recommend suitable products from the company's range to meet customer needs and gain agreement to purchase.
- Accurately complete sales documentation and ensure timely policy issuance.
- Acquire new customers using bank databases, footfall, and generated leads.
- Facilitate completion of medical reports and ensure prompt policy document issuance.
- Explore new markets/segments in line with the company's sales strategy.
- Support other Relationship Managers and bank sales teams by sharing knowledge of company products, services, and sales skills.
- Accompany team members on client visits and provide on-ground coaching and support.
Required Candidate Profile:
- Minimum 1 year of sales experience in any insurance channel.
- Candidates from insurance, banking, pharma, retail, telecom, and other sales verticals are welcome.
- Insurance or BFSI experience is mandatory.
- Must be a graduate (Graduation is required).
- Must have a good track record and employment stability.
