Bancassurance Development Specialist

2 days ago


Udupi, Karnataka, India beBeeRelationship Full time ₹ 1,04,000 - ₹ 1,30,878

Job Title: Bancassurance Relationship Manager

">"> About the Role:
  • ">
  • This position involves leading the generation of leads from assigned banks, utilizing various channels across Life Insurance and Health Insurance companies.">
  • Candidates will be responsible for cross-selling financial products to bank customers, driving customer business development, and managing customer relationships.">
  • Employment will be under the insurance company's payroll.">
  • The ideal candidate will schedule appointments, assess customers' financial needs, recommend suitable products, gain agreement to purchase, and complete sales documentation accurately.">
  • Prior experience in Life/Health/General Insurance is preferred.">
  • Candidates will acquire customers using the bank's database, walk-ins, and generated prospects.">
  • Ensuring timely sales completion requires coordinating medical reports and policy issuance.">
  • Opportunities to develop new markets/segments align with the company's sales strategy.">
  • Supporting other Relationship Managers and bank sales teams through coaching on products, services, and selling skills is essential.
">"> Required Candidate Profile:
  • ">
  • A minimum of one year of sales experience in any insurance channel is required.">
  • Candidates from insurance, banking, pharma, retail, telecom, or other sales verticals are eligible.">
  • Insurance or BFSI experience is mandatory.">
  • Graduation is a requirement.">
  • A strong track record and employment stability are essential.
">

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