Relationship Manager Bancassurance
Published date: 2024/01/10
- Location: Bodeli, Gujarat, India
Relationship Manager Bancassurance at Bodeli dabhoi Rajpipla
Job title :- Relationship Manager Bancassurance
Job Description :- Managing the life insurance sales through assigned Bank Branches. Coordinating between Bank and company from Lead generation to policy conversion. Deal with walking customers Sale them Life insurance policies. Managing the life insurance policies
Channel Partner :- IDFC
Location: Bodeli dabhoi Rajpipla
Salary: Open for perfect candidate upto 3.6 LPA.
Key Responsibilities
• Generate leads from in-branch lead generators, bank customer database walk in customers. Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the company's product range, gain customer agreement to purchase, accurately complete sales documentation.
• Build a good customer base in order to explore opportunities to cross-sell up-sell, Obtain referral to further prospects where appropriate.
• Responsible for sales completion by facilitating completion of medical reports ensuring prompt issue of policy document
• Adherence to company sales process and timely submission of various reports.
Interested candidate can share CV on vipul@thehrfly.com
Job title :- Relationship Manager Bancassurance
Job Description :- Managing the life insurance sales through assigned Bank Branches. Coordinating between Bank and company from Lead generation to policy conversion. Deal with walking customers Sale them Life insurance policies. Managing the life insurance policies
Channel Partner :- IDFC
Location: Bodeli dabhoi Rajpipla
Salary: Open for perfect candidate upto 3.6 LPA.
Key Responsibilities
• Generate leads from in-branch lead generators, bank customer database walk in customers. Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the company's product range, gain customer agreement to purchase, accurately complete sales documentation.
• Build a good customer base in order to explore opportunities to cross-sell up-sell, Obtain referral to further prospects where appropriate.
• Responsible for sales completion by facilitating completion of medical reports ensuring prompt issue of policy document
• Adherence to company sales process and timely submission of various reports.
Interested candidate can share CV on vipul@thehrfly.com
1 page views
Related listings
-
Private Bank Jobs In Ahmedabad 2021 | kotak Mahindra AhemdabadBankJob Responsibilities : Private Bank Jobs In Ahmedabad 2021 | kotak Mahindra Bank Recruitment 2021 For Freshers Salary : 25000 per MONTH Company : Kotak Mahindra Location : Ahmedabad Job Name:Service Delivery Salary: 20000 – 25000 a month Exp: 0 – 3 y...2026/11/09
-
Branch ManagerBankJob Description 2+ years (Team handling of on-roll employees as an FLL in current/past). Candidate Mandatorily to have FLL experience in handling on-roll team members at the FLS level. A stable profile in the last 3 Org. stints is a must or preferred...2026/11/09
-
SPECIAL OPENINGS GOING ON IN BANKBanksitting and official job for data entry operator with bank branch timing also training providing so for apply upload your details2026/11/09