Financial Planning Manager in Banca Channel Jobs at Kasaragod, India Full Time

India’s Leading Life Insurance Company is looking for a Relationship Manager in the Banca Channel Department who has good expertise of selling investment products like Life Insurance.

Position: Relationship Manager

Department: Banca Channel Branch Banking

Experience: Minimum 1 to 3 Years in Sales and Marketing in the Banking, and Insurance or Investment domain

Qualification: Any Graduation / Post Graduation

Pay Roll: On Roll Permanent

CTC/Salary: 2.50 LPA to 4.50 LPA + Attractive Incentive (Defer as per your experience & Interview)

Job Roles and Responsibilities:

Identify new clients and create leads for life insurance products by working with the bank branch.
Visit customers frequently, and follow up on leads to increase sales opportunities.
Build trustworthy relationships with consumers through understanding their financial goals, concerns about insurance, and willingness to take risks.
Provide personalized insurance solutions and make appropriate life insurance suggestions for products.
Develop a deep understanding of various life insurance products offered by the company.
Ensure accurate and timely completion of insurance application forms, policy documents, and related paperwork.

Key Skills Required for Banca Channel:

Excellent Communication and Presentation Skills
Strong Negotiation Skills
A solid knowledge of life insurance products, features, and benefits
Good analytical and problem-solving skills