Insurance Sales Job Vacancies in Sambalpur

Key Responsibilities:Customer Acquisition:Identify and acquire new customers for Current and Savings Accounts (CASA) through direct field sales.Visit potential customers at their premises, explain product features, and offer customized solutions.Sales Targets:Achieve monthly and quarterly sales targets for CASA accounts.Generate leads through field activities, referrals, and business networking.Customer Relationship Management:Build and maintain strong relationships with new and existing customers.Provide after-sales service and ensure customer satisfaction.Market Intelligence:Keep abreast of market trends and competitor activities to provide insights for product improvement.Identify potential market segments for CASA accounts.Documentation and Compliance:Ensure accurate and timely documentation for account opening as per regulatory and company guidelines.Adhere to KYC (Know Your Customer) norms and compliance standards.

Key Responsibilities:Identify sales opportunities for both the Bank and third-party products by acquiring new customers and building new relationshipsManage business relations with existing customers to increase the depth of existing relationshipsAchieve sales targets as assigned by the organization monthly as per Grade Matrix (BDE, Officer and AM Sales)Record and track all engagement activities through the CRM systemComply with KYC/SEBI rules, regulations, and legislation governing the financial services industryRole Proficiency::Good communication (both verbal and written) skill in both English and the local language.Excellent lead generation and conversion skillAbility to handle pressure and meet deadlinesAbility to work successfully as a part of a teamHigh sales orientation to meet the sales targets consistently

Job Description :-- Handling Bank Branch for Life Insurance Products.- Relationship building with employees and branch managers of the concerned bank and to keep them motivated for business generation- Increase sales of insurance products through assigned Bank Branch and devising plans to increase insurance sales through Bank staff andcustomers- Getting leads from allotted Bank Branch and source business through direct marketing techniques.- Support branch employees in their sales effort, in terms of generating benefit illustrations, accompanying on client calls if required etc- Spearhead all lead generation initiative from the bank whether through walk in, data-mining, referrals and others.- Joint Calls with bank branch staff for sales of Insurance Products.- Training of Branch Employees on regular basis on insurance products.- 8-10 branches will be tagged to employee of Indian Bank.Desired profile of the candidate:-- Experience- Min 1 year- Any graduate- Good Communication Skills- Excellent customer handling Skill.- Should be goal oriented- Presentable- Should be willing to travel- Should have a two wheeler- Should have a smart phone