Bancassurance Business Development Associate

4 days ago

Nizamabad Nalgonda Visakhapatnam, India beBeeBusiness Full time ₹ 1,04,000 - ₹ 1,30,878
Job Role Overview

The Health Insurance Relationship Manager is responsible for developing and maintaining strong relationships with bank staff and customers. This role involves leading generation of leads from assigned banks, cross-selling financial products to bank customers, and focusing on customer business development.

Key Responsibilities:
  • Generate leads from assigned banks.
  • Cross-sell various financial products to bank customers.
  • Focus on customer business development through relationship management with bank staff and customers.
  • Work on payrolls of the insurance company.
  • Make appointments, explore customers' financial needs in life-related investment and insurance areas, select appropriate products, gain customer agreement to purchase, and complete sales documentation accurately.
  • Responsible for sales completion by coordinating medical reports and ensuring prompt issuance of policy documents.
  • Explore opportunities to develop new markets or segments as per company sales strategy.
  • Support other Relationship Managers and the bank's sales team by coaching them on company knowledge, products, and services, sharing effective selling skills, accompanying on client visits, and modeling appropriate sales behavior.
Required Candidate Profile:
  • Minimum 1 year of sales experience in any insurance channel.
  • Open to candidates from insurance, banking, pharma, retail, telecom, and other sales-driven verticals.
  • Experience in insurance or BFSI is mandatory.

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