Banking Relationship Manager

Hrquadrant

1 - 6 years

2 - 4 Lacs

Pathanamthitta Kottayam Kozhikode

Posted:20 hours ago| Platform:

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Skills Required

Sales Educational Sales Credit Card Sales Bfsi Sales And Marketing NBFC Financial Services Sales Business Development Banking Sales

Work Mode

Work from Office

Job Type

Full Time

Job Description

Location: Kerala, India

Company: Leading Life Insurance Organization
Employment Type: Full-Time
Industry: Life Insurance | Banking | Financial Services

Salary: 25000-33000 (in hand monthly)

Age : Maximum up to 30 yrs

Role & responsibilities

Collaborate with banking partners to identify, approach, and engage potential customers through bank branch networks.
Generate leads and referrals by leveraging the banks existing client base.
Conduct customer needs analysis and financial planning sessions to recommend suitable life insurance products.
Build strong relationships and establish trust with customers through consistent follow-ups and high-quality service.
Explain product features and benefits clearly to support informed decision-making by clients.
Drive cross-selling and upselling of financial products to maximize customer value.
Stay up-to-date with insurance industry trends, regulatory changes, and product knowledge to better serve customers.
Meet and exceed assigned sales targets and contribute to overall business growth.

Preferred candidate profile

Bachelors degree in any stream.(consolidated & provisional certificates are mandatory)
Minimum 1 year of experience in any sales.
Proven track record in achieving sales targets and driving business development.
Strong communication, negotiation, and relationship-building skills.

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