Cross-Sell Specialist

1 week ago

Cochin, Kerala, India beBeeRelationship Full time ₹ 9,00,000 - ₹ 12,00,000
Drive Business Growth as a Relationship Manager

India's leading life insurance provider is seeking a seasoned Relationship Manager to spearhead business development in the Credit Life Channel. This pivotal role involves cross-selling life insurance products to bank customers, fostering strong stakeholder relationships, and driving revenue growth.

Key Responsibilities:
  • Develop and execute strategies to generate leads from assigned banks.
  • Cross-sell various financial products to bank customers, leveraging their financial needs and goals.
  • Built long-term customer relationships through proactive relationship-building and comprehensive financial need analysis.
  • Maintain and enhance relationships with bank staff and customers to ensure effective business conversion.
  • Schedule appointments and conduct in-depth analyses of customers' financial requirements in life-related investments and insurance areas.
  • Recommend suitable products from the company's range to meet customer needs and secure agreement for purchase.
  • Ensure accurate completion of sales documentation and timely policy issuance.
  • Acquire new customers using bank databases, foot traffic, and generated leads.
  • Facilitate prompt completion of medical reports and ensure timely policy document issuance.
  • Pursue new markets/segments in line with the company's sales strategy.
  • Support other Relationship Managers and bank sales teams by sharing knowledge of company products, services, and sales skills.
  • Accompany team members on client visits, providing on-ground coaching and support.
Required Candidate Profile:
  • Minimum 1 year of sales experience in any insurance channel.
  • Candidates from insurance, banking, pharma, retail, telecom, and other sales verticals are welcome.
  • Insurance or BFSI experience is mandatory.
  • Must be a graduate (Graduation is required).
  • Must have a good track record and employment stability.

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