
Sales and Relationship Building Opportunity
6 days ago
Job Role:
- A Relationship Manager is required to manage and maintain strong relationships with bank staff and customers.
Key Responsibilities:
- Generate leads from the assigned bank branches by identifying opportunities for insurance-based financial solutions.
- Cross-sell life insurance products to existing bank customers through effective customer need analysis.
- Build a strong pipeline of new customers using the bank's database, walk-ins, and referrals.
- Support and coach bank staff in insurance product knowledge and selling skills when required.
- Develop new market segments as per company sales strategies and explore new business opportunities.
- Facilitate completion of medicals and documentation to ensure timely policy issuance.
Requirements:
- Minimum 1 year of sales experience in insurance or any BFSI channel.
- Graduation is mandatory.
- Must have a consistent and stable career track record.
- Experience in life, health, or general insurance is preferred.
- Candidates from banking, telecom, pharma, retail, or other sales sectors can also apply.
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