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Loyality channel
1 week ago
Job Title: Relationship Manager Bancassurance
Company: DIRECT CHENNAL at Ahmedabad
About the Company: DIRECT CHENNAL is a leading provider of life insurance products aiming to protect individuals and their families against financial uncertainties.
Job Description: We are looking for a Relationship Manager to oversee life insurance sales through assigned channels. The role involves coordinating between the bank and our company, from lead generation to policy conversion. You will be responsible for dealing with walk-in customers, selling them life insurance policies, and managing the policies effectively.
Location: Ahmedabad
Salary: Competitive, open for the perfect candidate up to 4.00 LPA
Key Responsibilities:
- Generate leads from in-branch lead generators, bank customer database, and walk-in customers.
- Make appointments, understand customers' financial needs in life-related investments and insurance areas.
- Select the appropriate product from our range, gain customer agreement, and complete sales documentation accurately.
- Build a strong customer base for cross-selling and upselling opportunities.
- Ensure sales completion by facilitating medical reports and prompt issuance of policy documents.
- Adhere to the company's sales process and submit reports on time.
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