Relationship Manager - Banca Channel - Life Insurance
☞ SKYWINGS ADVISORS PRIVATE LIMITED
見る: 111
更新日: 06-05-2024
場所: Panjim / Panaji Goa Jalgaon Maharashtra Solapur Ahmednagar
カテゴリー: 売上高
業界: Insurance
レベル: Client Relationship Manager
ジョブタイプ: Full Time, Permanent
経験: 1 - 6 years
仕事内容
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締切: 20-06-2024
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