Relationship Officer

☞ SKILLLABS RESOURCE SERVICES PRIVATE LIMITED

View: 106

Update day: 30-05-2024

Location: Patiala Punjab

Category: Finance / Bank / Stock Sales

Industry: Banking Insurance Financial Services

Position: Entry level

Job type: Full-time

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Job content

Dear All,

Greetings!

This is to inform you that there is a great opportunity to work with a renowned company in life insurance sector.

Required:-

Job Description

Roles and Responsibilities

Handle the portfolio of existing clients/leads by company for life insurance its various products like ULIPS, Retirement Plans, Child plans etc

Pitch life insurance retirement plans to the existing clients of the bank.

Manage the entire Banca Channel

Support bank staff in closure of leads

Access the need of the client to pitch the right products.

Desired Candidate Profile

Good communication skills in English/Hindi language

Knowledge of completion products offered

Prior experience in managing clients.

Good understanding of Income tax structure, ULIP plans, Retirement plans, Pension Plans.

Thanks Regards,

Meghha

9875977889

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Deadline: 14-07-2024

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