Relationship Manager

5 days ago

Malappuram KL IN Medcity Study Abroad Full time

Position Relationship Manager -Life Insurance Industry Insurance Location Kasargod Malappuram Company Ageas Federal Life Insurance CTC Up to 4 5 LPA Preferred Candidates Professionals with prior experience in the Insurance Industry General Overview of the Role The Relationship Manager - Life insurance will be responsible for building and managing relationships with channel partners ensuring smooth business acquisition and driving sales of credit life insurance products The role requires excellent communication networking and business development skills to achieve sales targets while maintaining strong client satisfaction and long-term relationships Key Responsibilities Lead Generation Prospecting Identify and generate leads through in-branch lead generators walk-in customers and the bank s customer database Build and maintain a healthy sales pipeline to meet assigned targets Client Consultation Financial Needs Assessment Conduct detailed discussions with customers to understand their insurance and investment requirements Recommend suitable products from the company s portfolio based on their needs and financial goals Sales Closure Documentation Facilitate the end-to-end sales process including proposal form filling medical coordination documentation and policy issuance Ensure 100 accuracy and adherence to compliance standards Relationship Management Maintain strong long-term relationships with clients to encourage renewals referrals and cross-selling opportunities Provide post-sale support and address customer queries promptly Cross-Selling Up-Selling Identify opportunities to cross-sell and up-sell relevant insurance and investment products to existing customers thereby maximizing business potential Reporting Compliance Ensure adherence to company sales processes timely submission of daily weekly and monthly reports and compliance with regulatory and audit requirements Team Collaboration Work closely with branch staff lead generators and internal teams to ensure smooth coordination and effective client servicing Skills Qualifications Required Education Experience Bachelor s Master s degree in Business Finance Management or related field required Minimum 2-4 years of experience in the Insurance industry preferably in Credit Life Banking Financial services Proven track record in business development client handling and relationship management Benefits Cell phone reimbursement Food allowance Health insurance Life insurance Leave encashment Paid sick leave and paid time off Provident Fund Attractive performance-based incentives Skills Competencies Excellent communication negotiation and presentation skills Ability to build and maintain strong professional relationships Strong business acumen with a sales-oriented mindset Proficiency in MS Office Self-motivated with ability to work independently and meet targets Interested Candidates can send their CV to hr banking miak in To connect 9946748555 Job Type Full-time Application Question s Do you have any experience in Insurance Banking Sales Education Bachelor s Preferred Work Location In person

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