Relationship Manager - Banca Sales

Skywings Advisors Private Limited

Dear Candidate,

We are hiring forRelationship Manager - Banca Channel - Life insurance.

Location - Pune, PCMC, Mumbai

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

companys 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

3. Sales completion process: Responsible for sales completion by facilitating

completion of medical reports & ensuring prompt issue of policy document

4. New markets/segments: Explore opportunities to develop new markets/ segments

in line with company sales strategy from time to time

5. 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.

6. Relationship Building:

Experience : 1 - 7 Years

No. of Openings : 10

Education : Any Bachelor Degree

Role : Banca Sales

Industry Type : Insurance / Claims

Gender : [ Male / Female ]

Job Country : India