Financial Sales Professional

1 week ago


Pollachi, Tamil Nadu, India beBeeRelationship Full time ₹ 1,04,000 - ₹ 1,30,878
Job Overview

As a Bancassurance Relationship Manager, you will be responsible for leading the sales process across various financial products to bank customers. Your primary goal is to drive customer business development and manage relationships while ensuring timely policy issuance.

Key Responsibilities
  • Generate leads from assigned banks through different channels.
  • Cross-sell insurance products to bank customers.
  • Schedule appointments, assess customers' financial needs, recommend suitable products, and complete sales documentation accurately.
  • Acquire customers using the bank's database, walk-ins, and generated prospects.
Requirements
  • Minimum 1 year of sales experience in any insurance channel.
  • Graduation is required.
  • Strong track record and employment stability are essential.
Preferred Skills
  • Insurance or BFSI experience is mandatory.
  • Candidates from retail, telecom, or other sales verticals are eligible.
What We Offer
  • Employment under the payrolls of the insurance company.
  • Support and coaching from experienced professionals.


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