Relationship officer - Banca assurance channel

Skywings Advisors Private Limited

Hiring for Life Insurance Company

Post:- Bancassurance

Salary:- to 3LPA

Location - All Tamil Nadu

Key Accountabilities (List the expected end results or KPIs that the job holder is expected to achieve for this job.)

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:

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.

Interested Candidate kindly share their updated resume on whatsapp

Regards

Roshani

Experience : 1 - 7 Years

No. of Openings : 10

Education : Any Bachelor Degree

Role : Finance Officer

Industry Type : Banking / Financial Services / Stock Broking

Gender : [ Male / Female ]

Job Country : India