Insurance Relationship Manager
Location : PathanamthittaPosition Title : Insurance Relationship Manager
Department : Bancassurance
Locations : Pathanamthitta
Candidate RequirementGraduate with minimum 2+ years of sales experience
Key Responsibilities:Generate leads from in-branch lead generators, bank customer database & walk in customers. Make appointments, explore the
customer s 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.
Keyskills: sales insurance policy analysis direct sales banking sales process
IDBI Federal Life Insurance Co Ltd is a joint-venture of IDBI Bank, India’s premier development and commercial bank, Federal Bank, one of India’s leading private sector banks and Ageas, a multinational insurance giant based out of Europe. In this venture, IDBI Bank owns 48% equity whil...