Sr Relationship Officer – Bancassurance

from 1 to 6 year(s) of Experience

Job Description

Opening at One of Leading Life insurance company.
Candidates should have Banca channel experience of 1 yr.

Interested candidates pls share cv at archana.patil@assuredjob.com

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 customer’s financial needs in life-related investment and
insurance needs areas, select appropriate product to meet these needs from the
company’s 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 same

3. Sales completion process: Responsible for sales completion by facilitating
completion of medical reports & ensuring prompt issue of policy document

4. New markets/segments: Explore opportunities to develop new markets/ segments
in line with company sales strategy from time to time

5. 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.

Salary: Not Disclosed by Recruiter

Industry:Insurance

Functional Area:Sales, Retail, Business Development

Role Category:Channel Sales

Role:Sales / BD Manager

Key Skills

Desired Candidate Profile

Please refer to the Job description above

Company Profile

SKYWINGS ADVISORS PRIVATE LIMITED

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Recruiter Name:Archana Patil

Contact Company:SKYWINGS ADVISORS PRIVATE LIMITED

Address:RAJSHRI COMPLEX,110,,CHAKRATA ROAD,TAGORE VILLA, DEHRADUN, Uttaranchal - 248001,India

Website:http://www.assuredjob.com