Insurance Sales Job Vacancies in Guwahati

Dear Candidate,We are hiring for a leading life insurance company.KEY RESPONSIBILITIESService through relationship management Establishing and strengthening a relationship with the allocated customerbase. Ensure retention of customers in his/her allocated Book of Relations(existing customer database). Act as a single point of contact for customers for any customer inquiriesquery/complaint. Identify the financial goals of customers and provide financial planningassistance. Competition Analysis for giving professional advice to customers Fix self-appointments every day from the given customer database as per thecampaignSales Focus on cross-sell & up-sell opportunities in allocated customers.Ensure successful completion of licensing as per MLI standardsDesired qualifications and experience0 1.5 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.Age Bracket: 20-25 yearsMust own a conveyanceGood communication skillsCTC: Up to 4.0LPAThanks & RegardsNikita

Territory Manager Partner OfficeProfile: Candidates with experience in APC or Partner Office preferred

1. Oversee and manage the dealerships portfolio of vehicle insurance policies, ensuring that all vehicles in stock and those sold are properly insured.2. Ensure that insurance policies meet the requirements of both the dealership and customers, providing appropriate coverage.3. Review and negotiate terms, conditions, and premiums with insurance providers to secure competitive rates for both the dealership and its customers.4. Advise customers on the most suitable insurance products for their needs, explaining policy options, coverage limits, and premiums.5. Provide information to customers about mandatory insurance requirements, including third-party liability, comprehensive, or collision coverage.6. Assist customers in selecting insurance packages that complement their vehicle purchase, ensuring that they understand the policy details before finalizing the sale.7. Maintain strong relationships with key insurance providers, ensuring the dealership has access to the best products, competitive rates, and prompt service.8. Regularly evaluate the performance and offerings of insurance partners, renegotiating contracts when necessary to improve terms for the dealership and its customers.9. Ensure all insurance partners are fully licensed and compliant with industry regulations.10. Oversee the renewal process for customer insurance policies, ensuring that customers are reminded in advance and that renewals are processed on time.11. Proactively work with customers to adjust their coverage as necessary based on changes in their needs or vehicle status (e.g., a change in driving habits or vehicle modifications).12. Monitor and report on the performance of insurance sales, analyzing trends, conversion rates, and customer satisfaction.13. Prepare regular reports for senior management on insurance product sales, profitability, and claims data.

1)Actively promote and sell the bank's products and services, such as savings accounts, loans, credit cards, insurance, and investment products to both existing and potential customers.2)Build and maintain strong relationships with customers to ensure their ongoing satisfaction and loyalty, addressing any concerns or queries they may have regarding banking products.3)Consistently meet or exceed monthly, quarterly, and annual sales targets by effectively selling the banks products and services to individuals and businesses.4)Provide detailed presentations to customers on the benefits and features of various banking products, ensuring they fully understand how these products meet their needs.5)Recognize opportunities for cross-selling and upselling additional banking products to customers based on their individual financial needs.6)Stay informed about market trends, customer preferences, and competitor products to offer competitive solutions and maintain a strong understanding of the financial sector.7)Assist customers in completing application forms, providing required documentation, and ensuring a smooth onboarding process for new accounts and services.8)Collaborate with credit and risk departments to assess the financial health and eligibility of customers applying for loans or credit products, ensuring compliance with internal policies and regulations.9)Maintain accurate records of customer interactions, sales activities, and transactions in the banks CRM system. Prepare reports for management on sales progress, market trends, and customer feedback.10)Ensure all sales activities and customer interactions comply with banking regulations, anti-money laundering (AML) practices, and internal policies.11)11)Regularly follow up with existing customers to ensure their satisfaction with banking services and identify opportunities for further sales or improvements in service.12)Continuously update knowledge of the banks products, services, policies, and indus