Insurance Sales Officer Insurance Head Banking Sales Financial Sales Relationship Officer Life Insurance Insurance Agent
Hiring For Banca assurance channel -LIFE INSURANCE CHANNEL
Only Apply who is having LIFE EXPERIENCE :- INSURANCE Sales
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.
Know all the branch managers, relationship managers & employees of all assigned
branches on a personal level..
Interested candidate for Banca assurance channel -Life Insurance experienced candidate in BFSI - BANKING , FINANCIAL SERVICES & INSURANCE DEPARTMENT .
Regards
Roshni
Experience : 1 - 7 Years
No. of Openings : 8
Education : Any Bachelor Degree
Role : Relationship Officer
Industry Type : Banking / Financial Services / Stock Broking
Gender : [ Male / Female ]
Job Country : India
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