Relationship Officer - Banca Channel - Life Insurance

☞ SKYWINGS ADVISORS PRIVATE LIMITED

看过: 111

更新日: 06-05-2024

位置: Baramati Maharashtra Satara

类别: 营业额

行业: Insurance

水平: Client Relationship Manager

工作类型: Full Time, Permanent

经验: 2 - 7 years

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工作内容

Roles and Responsibilities

We are hiring for Life Insurance company for Banca Channel.

Salary 2.50 - 3 LPA.
Experience - 1.+ yrs
Candidate from Life insurance industries with Any channel experience can apply for thiis position.

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:


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最后期限: 20-06-2024

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