Roles and ResponsibilitiesOne of growing Life insurance company hiring for Banca Channel.
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.
6. 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.
Desired Candidate ProfileCandidate should be from Banca Channel with Life Insurance company.
Role:Client Relationship Manager
Salary: Not Disclosed by Recruiter
Role Category:Channel Sales
Employment Type:Full Time, Permanent
UG:Any Graduate in Any Specialization
PG:Post Graduation Not Required
Doctorate:Doctorate Not Required
SKYWINGS ADVISORS PRIVATE LIMITED