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Bancassurance Job Vacancies in Karur

Relationship Officer- Bancassurance (Full Time)

Skywings Advisors Private Limited

Sales Insurance Bancassurance
ABOUT US:Established in 2008, Canara HSBC Life Insurance Company Limited is a joint venture promoted by Canara Bank (51 per cent) and HSBC Insurance (Asia Pacific) Holdings Limited (26 per cent). Punjab National Bank is also a shareholder of the Company, holding 23 per cent as an investor. One of the major bancassurance conglomerate with its head office at Gurugram, Haryana and more than 100 branch offices pan India, brings together the trust and market knowledge of public and private banks. For more than 15 years now, the Company sells and services customers though multi-channels and well diversified network of Canara Bank and HSBC, located in Tier 1, 2 and 3 cities of the country. 1) No of vacancies: - 2) Designation - Relationship Officer/Senior Relationship Officer/Executive Relationship Officer/Sales Manager.3) Salary Range - 2.25 to 6.50 Lacs + Incentives (Exceptional CTC will be Given Profile fitment and as per locations. Employee can also participate in various flagship R and R schemes like CEO club, CDO club, various contests, fast track promotion nomination basis performance.4) Ideal Profile: - Candidate from Insurance (Banca/BFSI, NBFC, Bank, Mutual Funds, Health Insurance, General, Credit Cards, Micro-finance) will be preferred. 5) Age Limit - Up to 356) Minimum Education - Graduate7) Candidate should have all employment docs & education docs.8) Candidate should come along with their incentive earned, promotion taken, etc. proofs of current/previous organization.9) For SROs, EROs & SMs candidate should have a good working knowledge of Wealth ManagementNote: Candidates with stability in CV are preferred choice for selection. Please note candidate should clearly mentioned sourcing vendor name on top of their C.V and confirm position and channel applied without these details source will not be considered. Also be noted that Hiring Partners should send position wise tracker along with CVs with hiring managers daily by end of the day & On
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Relationship Officer

Beerana Consultancy services

Sales Life Insurance General Insurance Health Insurance Bank Financial Services Marketing Bancassurance Agency Sales Insurance Agent BFSI Field Sales
Greetings from Beerana consultancy Services !!!Openings for Relationship officer position in Leading MNC based life insurance companiesPosition: Relationship OfficerQualification: Any GraduationCTC: upto 4.50 LacsAge Limit: 38Experience: 1+ years in Life Insurance or Bank or BFSI mustLocation: All Over Tamil NaduRole & Responsibility:Person will be based at the bank branch generating business leads from Walk-in customers and also getting references and converting branch leads into sales.Mobilizing & Managing business coming from the bank branches.Maintaining relationships and getting more business from the existing client.Building and maintaining healthy business relationships with Bank Staff and providing Product training & on the job training to them.Perks and benefits:Huge Incentives and Travelling allowanceInterested Candidates kindly share your updated Resume to below mail id or WhatsApp meharini.d@beeranaconsulting.com 8310883997
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Opening For Sales Officer

Skywings Advisors Private Limited

Bancassurance Life Insurance Sales Process Customer Relationship Agency Channel Direct Channel
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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Marketing Communication Interpersonal Skills Analytical Ability Sales Promoter
Job description Managing the relationship Responsible for meeting sales through Banks Customer provided with all the data of by the Bank Relationship with Bank Branch Manager Lead generation and meet value number targets Drive business Achieve the agreed sales targets Identify customers for upsell and cross-sell opportunities Conduct periodic reviews
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Bancassurance Banca Sales Life Insurance Loans Loan Sales Executive Mutual Funds Sales Credit Card Domain Life Insurance Sales Agency Development Manager Banking Sales Business Development Manager Bancassurance Manager BFSI NBFC Walk in
Life insurance sales through assigned Bank Branches.Coordinating between Bank and company from Lead generation to policy conversion.Follow up with Operations of Banks.To build mutually beneficial relationships with Bank and help in acquisition of clients.Customer Requirement Gathering and Analysis for better product pitching.Handling Objections and grievances and providing them with timely solutions.Guiding / mentoring new team members with required deliverable and company values.Required Skills:Excellent communication skills.Should be sales driven.High level of energy.
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