Agency Development Job Vacancies in Gorakhpur

Identify and approach potential agents.Maintain daily activity reports and CRM updates.Assist agents in customer acquisition and policy closure.Arrange product knowledge sessions weekly.Required Candidate profile:- Minimum 2 Year Sales ExperienceMust be GraduateShould be LocalLast company Documents Mandatory (Offer & Relieving)Ready to do Hardcore SalesHR Hasmukh-9316023316M-hasmukh.sresthinfo@gmail.com

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.

Recruiting a team of financial advisors on commission basis.Provide them for training regarding the products.Identifying the prospective customers.Make them aware of the role.Motivating them to generate the business.To achieve the monthly targets