Relationship Manager - Banca Channel - Life Insurance

☞ SKYWINGS ADVISORS PRIVATE LIMITED

Ver: 111

Día de actualización: 06-05-2024

Ubicación: Panjim / Panaji Goa Jalgaon Maharashtra Solapur Ahmednagar

Categoría: Ventas

Industria: Insurance

Posición: Client Relationship Manager

Tipo de empleo: Full Time, Permanent

Experiencia: 1 - 6 years

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Contenido de trabajo

Roles and Responsibilities

Life Insurance company hiring for Banca channel - Life Insurance.

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 customer’s financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the company’s 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:

– 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.


Desired Candidate Profile

Any Graduate
Minimum 1 yr experience from Life Insurance
Good communication skills.
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Plazo: 20-06-2024

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