Job Description

Dear Team, Greetings From Ageas Federal !! We are scheduling a drive at Branch on 08-12-2023 at 10.00 am onwards. We\'re looking for a professional with smart candidates. Please find the below details for requirements. INTERVIEW DETAILS- MUVATTUPUZHA Job title : Relationship Manager Interview Location \xe2\x80\x82\xe2\x80\x82\xe2\x80\x82 : Cochin Reporting Time \xe2\x80\x82\xe2\x80\x82 :\xe2\x80\x82 10.00 am Venue Details Ageas Federal Life insurance 3rd Floor, Palakat\xe2\x80\x99s NH 47, Aroor - Thoppumpady Rd, near Thykoodam Bridge, Vyttila, Kochi, Kerala 682019 :- 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 :- Federal Bank Roles and Responsibilities 1.Sales: Accept leads generated from in-branch lead generators as well as warm leads provided by the bank from the database as well as generate own leads. 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. 2. Incentive programs: Cascade the incentive programs & ensure complete success in implementation of the same. Sales completion process: Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document, New markets/segments: Explore opportunities to develop new markets/ segments in line with company sales strategy from time to time. 3. Cross Sell/ Up-Sell: Build a good customer base in order to explore opportunities to cross-sell & up-sell, Obtain referral to further prospects where appropriate. 4. Relationship Building: Build long term relationship with the bank staff & clients by responding appropriately to all bank/client queries either directly received or forwarded by the service company. Know all the branch managers, relationship managers & employees of all assigned branches on a personal level. 5. Customer Relationship Management: Arrange meetings of banks branch managers & staff with existing clients at least once a year, acknowledging birthdays & anniversaries to review their financial circumstances & life insurance needs as well as to obtain referrals to further prospects. 6. After Sales Service: Accept & follow up on suggestions, request & complaints received from clients, ensure claim requests are serviced 7. Performance review: Proactively ensure performance review by submitting various sales reports as per agreed frequencies in order to ensure performance targets are achieved & exceeded, ensure meetings with manager to agree on targets & to review performance. Use these forums to discuss issues of business development. 8. Training & Development: Participate in relevant training arranged by the company, take initiative to keep abreast of developments in products & services, company policies, procedures, sales process & organization. Keep up to date with market developments by reading newspapers, journals & through personal contacts. Deliver the snap modules at bank branch level as formulated by the training team 9. Supporting colleagues & bank sales team: Support other Relationship Managers and the bank sales team where requested by the sales manager by coaching them in company knowledge, products, services & selling skills, accompanying them on client visits & modeling relevant behavior. Desired Candidate Profile Perks and Benefits Salary: Open for perfect candidate upto 4.5 LPA. (12,000 Mediclaim, conveyance & incentives apart from fixed ctc) + Incentives + Allowance + Other benefit. MUST HAVE EXPERIENCE IN INSURANCE Job Type: Full-time Salary: \xe2\x82\xb9233,000.00 - \xe2\x82\xb9450,000.00 per year Schedule:

• Day shift

Ability to commute/relocate:

• Ernakulam, Kerala: Reliably commute or planning to relocate before starting work (Required)

Education:

• Bachelor\'s (Preferred)

Experience:

• Insurance: 1 year (Preferred)
• total work: 1 year (Preferred)

Work Location: In person Speak with the employer
+91 8075994976