Relationship Associate- Bancasurance/ Max Bupa Health Insurance

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Total Applicants: 0 February 23, 2018 Login and Apply

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Job Description

Leads will be generated from the assigned bank (HDFC bank )
Direct selling of various financial products .to the customers.
Customer business development .
Relationship Management .

Company : Cigna TTK Health Insurance
Grade : Executive/Manager
Channel :Bancassurance

Will be in payrolls of the company .
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
Candidates with experience in Life Insurance preferred
Customers acquisition through resource utilization of banks database, foot falls, generated prospects.

Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document.

Explore opportunities to develop new markets/ segments in line with company sales strategy from time to time.
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.

Bancassurance

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 companys product range, gain customer agreement to purchase, accurately complete sales documentation.
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.
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.
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.
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.
After Sales Service:
Accept & follow up on suggestions, request & complaints received from clients, ensure claim requests are serviced.
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.
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.
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.

If interested kindly revert back with your updated profile mentioning your current ctc, expected ctc, notice period.

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