Assistant Relationship Manager (Life Insurance)

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Responsible for preparing and maintaining insurance policy records. Also handled the tasks of checking premium records on a regular basis Assisted Insurance sales team in achieving monthly sales target. Provided support to insurance sales financial department and handled additional duties and responsibilities as required

Life insurance sales through assigned Bank Branches.

Coordinating between Bank and company from Lead generation to policy conversion.

Follow up with Operations of Banks.

To build mutually beneficial relationships with Bank and help in acquisition of clients.

Customer Requirement Gathering and Analysis for better product pitching.

Handling Objections and grievances and providing them with timely solutions.

Guiding / mentoring new team members with required deliverable and company values.

Required Skills:

Drive sales and achieve targets through the bank branches Sales Support

• Support the Customer Relationship Officer in the branch for his/ her sales effort, in terms of generating benefit illustrations, accompanying on client calls Relationship Management

• Bank is the key customer of the Business Development Manager, and he/she must engage an open and trusting relationship with the Branch Managers/officers/staff

• Engage the employees of the bank branches in regular discussions to transfer knowledge about insurance.

• Ensure that all service Lead Generation

• Spearhead all lead generation initiative from the bank – whether through walk-in, data mining, referrals, etc.

Excellent communication skills.

Should be sales driven.

High level of energy.

• Experience

  0 - 6 Years

• No. of Openings

  50

• Education

  Any Bachelor Degree

• Role

  Life Insurance Agent

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office