Insurance Agent Job Vacancies in Puducherry

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.

Supervise and follow up with field officers to ensure completion of assigned tasks. Facilitate effective communication among team members through email correspondence and team meetings. Monitor and track pending claims to ensure timely resolution and closure. Demonstrate a strong understanding of insurance processes and policies to provide guidance and support to team members. Provide training and mentorship to field officers to enhance their knowledge and skills. Collaborate with other team leads and departments to streamline processes and improve overall efficiency. Serve as a point of contact for escalations and complex inquiries from field officers and clients. Analyse team performance metrics and implement strategies for improvement. Ensure compliance with company policies and regulations within the team.

Target Achievement Drive sales and achieve targets through the bank branches Sales Support Support the Customer Relationship Officer in the branch for his/ her sales effort, in terms of generating benefit illustrations, accompanying on client calls Relationship Management Bank is the key customer of the Business Development Manager, and he/she must engage an open and trusting relationship with the Branch Managers/officers/staff Engage the employees of the bank branches in regular discussions to transfer knowledge about insurance. Ensure that all service Lead Generation Spearhead all lead generation initiative from the bank whether through walk-in, data mining, referrals, etc.

Hiring for freshers !!Job Title: Business Development Executive ( Casa Sales )CTC: As Per Market StandardsIncentives: 60000Qualification : UG mandatoryRoles:Freshers: Officer 11+ Experience: Sales Officer2+ Experience BFSI: Assistant Manager ( Sales)

About Us: MetaMax aims to digitalize and empower over 100 million individual businesses, spanning retail, healthcare, and startups. We envision a world where every retailer, healthcare professional, and aspiring entrepreneur has the tools and resources to thrive in the digital era. Through our comprehensive solutions and unwavering commitment, we seek to transform traditional business models and create opportunities for growth, innovation, and success.We also strive to create career opportunities for 1 million individuals worldwide. With unwavering belief, we see MetaMax as a catalyst for significant and meaningful development on a global scale. Role: Sales & Marketing ExecutiveWe are hiring a Sales and Marketing Executive to lead our sales and marketing teams. In this role, you will develop and implement strategies to boost revenue, drive business growth, and increase market presence.Requirement:- Graduate- Strong communication and presentation skills- Exceptional customer service skills- Ability to convincingly engage with the clients- Strong knowledge of social media platforms.- Strong spoken English, and Tamil, an advantage to know Hindi- Prior experience with good credentials in B2C or any service-oriented industry Salary: We offer a competitive salary commensurate with experience and will be the best in the industry.Roles & Responsibilities:- Build relationships with prospective clients- To stay up to date with the latest trends and information in the market- Find and negotiate with clients to bring them on-board- Liaison with existing clients- Product understanding and inventory management- Manage sales pipeline- Track metrics to ensure targets are achieved- Responsible for client visit, explanation of products and their application to the clients- Report daily and submit monthly work and records properly and systematically as per company standards

Hiring for 20 Finance Advisor Jobs in Thalassery Kannur, Kerala,Kannur, Kerala,Mahe,Insurance Advisor,Insurance Agent, for Freshers,Required Educational Qualification is : Higher Secondary with Good knowledge in Insurance Advisor,Insurance Agent etc.