Relationship Manager

Managing the Credit life insurance sales through assigned Partner(FED Bank Financial Services ) . Coordinating between Fed Bank and company from lead generation to policy conversion. Deal with walking customers sale them Life insurance policies.

Channel Partner: -- FED Bank Financial Services. Salary: 3L to 5 L

Must Criteria: Should be having min 1 year of Credit Life experience in Life Insurance experience

Send resumes to surya.av@ageasfederal.com /9884873545

Key Responsibilities: -

• Generate leads from assigned FED Bank Financial Services branches & 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.