IRM Bancassurance

Role & responsibilities

Relationship/Bancassurance Manager

• Generate leads from in-branch lead generators, bank customer database & 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 companys 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.

Preferred candidate profile

• Graduate with minimum 2+ years of sales experience in Banking, Life Insurance or Insurance Industry.
• Financial Industry Experience is a plus

Perks and benefits

Salary + Medical+ Reimbursements + Allowances