- Leads will be generated from the assigned bank
- Cross selling of various financial products to the Bank customers.
- Customer business development .
- Relationship Management .
- Will be in payrolls of the Insurance company .
- Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the companies product range, gain customer agreement to purchase, accurately complete sales documentation
- Candidates with experience in Life/Health/GI Insurance preferred
- Customers acquisition through resource utilization of banks database, foot falls, generated prospects.
- Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document.
- Explore opportunities to develop new markets/ segments in line with company sales strategy from time to time.
- Support other Relationship Managers and the bank sales team where requested by the sales manager by coaching them in company knowledge, products, services & selling skills, accompanying them on client visits & modeling relevant behavior.
Required Candidate profile
- Should have minimum 1 year sales experience in any of insurance channels. .Looking candidates from insurance, banking, pharma,retail, telecome and other sales verticals.
