Banca - Insurance Sales

Department Icon Business Development / Sales
Posted: 1 year ago
1-5 years
Gujarat, Surat
Business Development / Sales
Work from Office
Full Time

Posted: 1 year ago
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Job Description

    Role Overview:

    As a Relationship Manager in the Banca Channel team, your main responsibility will be to collaborate with bank branches, cross-sell life insurance products to existing customers, and achieve sales targets. If you are passionate about sales, customer relationships, and achieving targets, this role is a perfect fit for you.

    Key Responsibilities:

    • Collaborate with bank branches to identify potential customers.
    • Cross-sell life insurance products to existing bank customers.
    • Achieve and exceed sales targets.
    • Establish strong relationships with bank branch managers and staff.
    • Work closely with the bank to generate leads and referrals.
    • Provide excellent customer service and address client queries.
    • Understand the features and benefits of various life insurance policies.
    • Educate customers on the importance of insurance and tailor solutions to their needs.
    • Develop and implement sales strategies to maximize business growth.
    • Identify opportunities for upselling and cross-selling.

    Qualifications:

    • Education: Graduate degree (any discipline).
    • Experience: Minimum 1 year of experience in cross-selling life insurance products.
    • Skills:
    • Excellent communication and interpersonal skills.
    • Strong negotiation and persuasion abilities.
    • Result-oriented and self-motivated.

    - Familiarity with banking and insurance processes.,

Skills

SalesCustomer RelationshipsUpsellingInsurance SalesExcellent CommunicationBankingInsurance ProcessesPersuasionInterpersonal SkillsNegotiation

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