Banking Relationship Manager
5 days ago
Location: Kerala, India
Company: Leading Life Insurance Organization
Employment Type: Full-Time
Industry: Life Insurance | Banking | Financial Services
Salary: in hand monthly)
Age : Maximum up to 30 yrs
Role & responsibilities
- Collaborate with banking partners to identify, approach, and engage potential customers through bank branch networks.
- Generate leads and referrals by leveraging the banks existing client base.
- Conduct customer needs analysis and financial planning sessions to recommend suitable life insurance products.
- Build strong relationships and establish trust with customers through consistent follow-ups and high-quality service.
- Explain product features and benefits clearly to support informed decision-making by clients.
- Drive cross-selling and upselling of financial products to maximize customer value.
- Stay up-to-date with insurance industry trends, regulatory changes, and product knowledge to better serve customers.
- Meet and exceed assigned sales targets and contribute to overall business growth.
Preferred candidate profile
- Bachelors degree in any stream.(consolidated & provisional certificates are mandatory)
- Minimum 1 year of experience in any sales.
- Proven track record in achieving sales targets and driving business development.
- Strong communication, negotiation, and relationship-building skills.
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