Bancassurance Channel Financial Sales Professional

2 weeks ago


Vizag, Andhra Pradesh, India beBeeInsurance Full time ₹ 1,04,000 - ₹ 1,30,878

We are currently seeking a proactive Relationship Manager for the Bancassurance/Life Insurance channel. The ideal candidate will have at least one year of experience in insurance or banking, financial services, and insurance sales and will be responsible for building strong customer relationships and cross-selling relevant financial products.

Key Responsibilities
  • Sales and Business Development: Generate leads from assigned banks and directly sell financial products to existing customers. You will identify customer financial needs, recommend suitable products, and ensure accurate completion of all sales documentation. Additionally, you will acquire new customers by utilizing the bank's database and other resources.
  • Customer and Relationship Management: Manage customer relationships and facilitate the entire sales process, including medical reports and policy document issuance.
  • Team Collaboration and Market Development: Support other Relationship Managers and the sales team by providing coaching on products and services, as well as exploring opportunities to develop new markets in line with the company's sales strategy.
Required Skills and Qualifications
  • A minimum of one year of experience in insurance sales across any insurance channel.
  • Experience in insurance or BFSI is mandatory.
  • A graduate degree is essential.
  • A strong track record and stable employment history are required.
  • The ability to establish and maintain robust customer relationships is crucial.


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