Relationship Executive Jobs in Mehsana,Relationship Executive Job Vacancies in Mehsana Gujarat

Relationship Executive

Skywings Advisors Private Limited

1 - 7 yrs
3.3 Lac/Yr
Mehsana

Bancassurance Banca Sales Insurance

Key Responsibilities:Build and maintain strong relationships with bank staff.Drive sales of insurance products to bank customers.Conduct regular training and lead generation activities at bank branches.Ensure seamless coordination between bank and insurance teams.Achieve monthly and quarterly sales targets.Handle customer queries and ensure post-sales service.

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Customer Service Advisor

DDC Industry Pvt. Ltd.

DI

0 - 5 yrs
35.0 Lac/Yr
Mehsana +10 Baroda Express Highway Ahmedabad, Bharuch, Junagadh, Mehsana, Porbandar, Amreli Rajkot, Surat, Surendranagar, Nagpur, Udaipur

Communication Advisor Customer Relationship Executive Customer Sales Representative Brand Promoter Selling Skills Cold Calling Customer Calling Telecaller

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Relationship Executive - Bancassurance

Skywings Advisors Private Limited

2 - 8 yrs
4.0 Lac/Yr
Mehsana

Bancassurance Banca Channel Agency Channel Direct Channel Customer Relationship

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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Relationship Executive Job Vacancies in Mehsana