Financial Services Representative

6 days ago


Karimnagar Nizamabad Nalgonda, India beBeeRelationship Full time ₹ 5,00,000 - ₹ 10,00,000

India's leading private sector life insurance company is hiring Relationship Managers in multiple locations across Telangana to drive business through the bancassurance channel.

Key Responsibilities:
  • Leads will be provided from assigned bank branches
  • Direct sales of various financial and life insurance products to existing bank customers
  • Explore customers' financial needs in life-related investments and insurance, and recommend appropriate products
  • Build and maintain strong customer relationships and promote business development
  • Accurately complete sales documentation and ensure smooth policy issuance
  • Acquire new customers by leveraging: The bank's database, Walk-ins at the branch, Self-generated prospects
  • Facilitate completion of medical reports and ensure timely policy issuance
  • Explore opportunities to develop new segments/markets in alignment with the company's growth strategy
  • Support fellow Relationship Managers and bank sales staff through: Product knowledge coaching, Sales process support, Joint customer visits, Demonstrating effective sales behavior
Required Skills and Qualifications:
  • Minimum 1 year of experience in insurance sales (any insurance channel)
  • Candidates from insurance and banking sectors preferred
  • Insurance or BFSI experience mandatory
  • Graduation compulsory
  • Good track record and stable career history required
Benefits:

No information available

Others:

This role offers a unique opportunity to build a successful career in the life insurance industry



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