Job Description
Relationship Manager Bancassurance at Bodeli dabhoi Rajpipla
Job title :- Relationship Manager Bancassurance
Job Description :- Managing the life insurance sales through assigned Bank Branches. Coordinating between Bank and company from Lead generation to policy conversion. Deal with walking customers Sale them Life insurance policies. Managing the life insurance policies
Channel Partner :- IDFC
Location: Bodeli dabhoi Rajpipla
Salary: Open for perfect candidate upto 3.6 LPA.
Key Responsibilities
• Generate leads from in-branch lead generators, bank customer database walk in customers. Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the company's product range, gain customer agreement to purchase, accurately complete sales documentation.
• Build a good customer base in order to explore opportunities to cross-sell up-sell, Obtain referral to further prospects where appropriate.
• Responsible for sales completion by facilitating completion of medical reports ensuring prompt issue of policy document
• Adherence to company sales process and timely submission of various reports.
Interested candidate can share CV on [email protected]
Job title :- Relationship Manager Bancassurance
Job Description :- Managing the life insurance sales through assigned Bank Branches. Coordinating between Bank and company from Lead generation to policy conversion. Deal with walking customers Sale them Life insurance policies. Managing the life insurance policies
Channel Partner :- IDFC
Location: Bodeli dabhoi Rajpipla
Salary: Open for perfect candidate upto 3.6 LPA.
Key Responsibilities
• Generate leads from in-branch lead generators, bank customer database walk in customers. Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the company's product range, gain customer agreement to purchase, accurately complete sales documentation.
• Build a good customer base in order to explore opportunities to cross-sell up-sell, Obtain referral to further prospects where appropriate.
• Responsible for sales completion by facilitating completion of medical reports ensuring prompt issue of policy document
• Adherence to company sales process and timely submission of various reports.
Interested candidate can share CV on [email protected]
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Manager Bancassurance position is now open for candidates interested in the Bank Jobs sector. This role in Bodeli offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
