
Sales Expert for Financial Products
2 days ago
Insurance Sales Professional
We are seeking an experienced Insurance Sales Professional to join our team as a Relationship Manager in the Credit Life Channel. The successful candidate will be responsible for driving business through cross-selling life insurance products to bank customers and maintaining strong stakeholder relationships.
- Develop leads from assigned banks and engage with customers to understand their financial needs.
- Cross-sell various financial products to bank customers, including life insurance policies.
- Build and maintain relationships with bank staff and customers to facilitate effective business conversion.
- Conduct appointments and analyze customer financial needs to recommend suitable products.
- Achieve accurate sales documentation and ensure timely policy issuance.
- Utilize bank databases, footfall, and generated leads to acquire new customers.
- Facilitate completion of medical reports and expedite policy document issuance.
- Explore new markets and segments in line with our sales strategy.
- Collaborate with other Relationship Managers and bank sales teams to share knowledge and best practices.
Requirements:
">- 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.
- Graduate degree required.
- Proven track record and employment stability desired.
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