Bancassurance Credit Life

21 hours ago

Hyderabad, Telangana, India Wego Consultants Full time
Job Description

This is a specialized sales and relationship management role within the financial services industry. It requires an individual who can leverage a specific client base (bank loan customers) and a strong professional network (bank staff) to drive sales.

- Cross-Selling: The core responsibility is to cross-sell life insurance products. This requires a strong understanding of financial products and the ability to identify opportunities to sell insurance to customers who have already engaged with the bank for a loan.
- Relationship Management: A significant part of the job is building and maintaining strong relationships with bank staff and the Cluster Head. These relationships are crucial for getting leads and ensuring a smooth sales process. You also need to build trust with the bank's customers to facilitate a sale.
- Sales Acumen: You need to have a proactive approach to sales, identifying customer needs and closing deals effectively. The role is outcome-oriented, with the ultimate goal being to drive sales and meet targets.
- Product & Channel Expertise: You must have knowledge of life insurance products and be able to operate within the Credit Life Channel, which is a specific model of selling insurance to debtors.

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