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Agency Channel Job Vacancies in Tirupati

Relationship Executive - Bancassurance

Skywings Advisors Private Limited

Bancassurance Banca Channel Life Insurance Direct Channel Agency Channel Customer Relationship
Key Account abilities 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 sal es manager by coaching them in company knowledge, accompanying them on client visits.
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Branch Sales Manager BFSI Loan Officer NBFC FMCG Manager Lead Generation Executive Agency Channel
We are happy to tell you that we are hiring a talented and experienced individual to join our team as a Sales / Business Development Manager. Job Responsibilities:Recruiting, screening, and training new agents.Analyzing performance and drawing up action plans. Establishing strong relationships with staff and clients. Ensuring all staff exercise good time management. Obeying agency regulations, guidelines, and policies, and ensuring staff does the same. Researching current industry/market trends and using knowledge for business improvement. Desired Candidate Profile:Experience: Mini. 2 + Year experience required Sales and Marketing of BFSI/InsuranceAge: 24-38 YearsQualification: Minimum graduation requiredOne with a pleasant personality, good communication skills, and a go-getter attitude For More information:-Pavan HR Team
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Agency Channel Director Marketing Sales Business Development Target Achievement Cross Selling Credit Card Sales Managerial Skills B2B Sales Leadership Skills Communication Skills Product Sales Team Skills Insurance Current Account Interpersonal Skill
-Acquire New to Bank Customers and pursue new business relationships.-Acquire new business by selling Banking products like CASA, Debit/Credit cards, IPG &Asset products.-Finding new customers from open market by travelling the local area allotted.
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