Business Development Executive

3 days ago


Surat, Gujarat, India beBeeInsurance Full time ₹ 1,04,000 - ₹ 1,30,878
Role Overview

The role of a Bancassurance Sales Officer is to acquire customers using the bank's database, walk-ins, and generated prospects. This involves cross-selling various financial products to bank customers, developing customer relationships, and managing employment under the insurance company's payroll.

Key Responsibilities:
  • Leads will be generated from the assigned bank.
  • Cross-selling of various financial products to bank customers.
  • Customer business development and relationship management.
  • Employment will be under the payrolls of the insurance company.
  • Make appointments, explore customers' financial needs (life-related investments & insurance needs), select appropriate products, gain customer agreement to purchase, and complete sales documentation accurately.
  • Preference for candidates with experience in Life/Health/General Insurance.
  • Acquire customers using the bank's database, walk-ins, and generated prospects.
  • Responsible for sales completion by facilitating medical reports & ensuring prompt issuance of policy documents.
  • Explore opportunities to develop new markets/segments in line with company's sales strategy.
  • Support other Relationship Managers and bank sales team by coaching them on products, services, selling skills, accompanying them on client visits, and modeling relevant behavior.
Required Skills and Qualifications:
  • Candidates should have experience in Life/Health/General Insurance.
Benefits:

The candidate will be employed under the insurance company's payroll.

Others:

This role offers an opportunity to develop new markets/segments in line with company's sales strategy.



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