Array ( [0] => agency-channel [1] => thoothukkudi ) Agency Channel Jobs in Thoothukudi,Agency Channel Job Vacancies in Thoothukudi Tamil Nadu
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Agency Channel Job Vacancies in Thoothukudi

Relationship Officer

Skywings Advisors Private Limited

Customer Relationship Customer Service Bancassurance Direct Channel Agency Channel Life Insurance BFSI
Key Accountabilities 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 same3. Sales completion process: Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document4. 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.5. 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. 6. Customer Relationship Management: Arrange meetings of banks branch managers & staff with existing clients at least once a year, acknowledging birthdays & anniversaries to review their financial circumstances & life insurance needs as well as to obtain referrals to further prospects.7. After Sales Service: Accept & follow up on suggestions, request & complaints received from clients, ensure claim requests are serviced8. Performance review: Proactively ensure performance review by submitting various sales reports as per agreed frequencies in order to ensure performance targets are achieved & exceeded, ensure meetings with manager to agree on targets & to review performance. 9. Supporting colleagues & bank sales team: Support other Relationship Managers and the bank sales team requested by the sales manager by coaching them in company knowledge, accompanying them on client visits.
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Cluster / Territory Sales Managers - Life Insurance

ConnectIN Jobs Global

Bancassurance Direct Marketing Agency Channel Sales Team Leader Banking Sales Life Insurance General Insurance Sales Life Insurance Sale BFSI Insurance Sales Insurance Sales Manager Walk in
Identifying opportunities for new accountsDeveloping a territory-wide strategy for selling Life insuranceCreating sales goalsFollowing up with clientsRecruiting and training agents and sales affiliates to sell Life insurance products within the territoryMaintaining customer relationshipsSetting and meeting sales targets to increase revenueFinding ways to ensure efficiency of sales operations
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