Bancassurance Sales and Business Development Specialist

2 weeks ago

Nagercoil, Tamil Nadu, India beBeeRelationship Full time
Job Overview

We are seeking a skilled Bancassurance Relationship Manager to lead our sales efforts in the assigned bank.

This role involves generating leads from the bank, cross-selling financial products to customers, and developing relationships with key stakeholders.

  • Leads will be generated from the assigned bank through various marketing campaigns and customer interactions.
  • Cross-selling of various financial products such as insurance policies, loans, and investment products to Bank customers.
  • Customer business development through relationship management and needs assessment.
  • Will be responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document.
  • Explore opportunities to develop new markets/segments in line with company sales strategy from time to time.
  • Support other Relationship Managers and the bank sales team where requested by the sales manager by coaching them in company knowledge, products, services & selling skills, accompanying them on client visits & modeling relevant behavior.

Key Responsibilities

  1. Generate leads from the assigned bank through effective marketing strategies.
  2. Cross-sell financial products to customers, including insurance policies, loans, and investment products.
  3. Develop strong relationships with key stakeholders, including customers, bank staff, and other partners.
  4. Sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document.
  5. Continuously explore opportunities to develop new markets/segments in line with company sales strategy.
  6. Support other Relationship Managers and the bank sales team as required.
Requirements

To be successful in this role, you will need:

  • A minimum of 1 year sales experience in any insurance channel.
  • Insurance experience or BFSI is mandatory.
  • Strong communication and interpersonal skills.
  • Ability to work in a fast-paced environment and meet sales targets.
  • Knowledge of financial products and services, including insurance policies, loans, and investment products.

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