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 areas, select appropriate product to meet these needs from the company's product range, gain customer agreement to purchase, and accurately complete sales documentation.
Candidates with experience in Life/Health/General Insurance preferred.
Customer acquisition through resource utilization of bank's database, footfalls, and generated prospects.
Responsible for sales completion by facilitating completion of medical reports and 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 insurance channel.
Looking for candidates from insurance, banking, pharma, retail, telecom, and other sales verticals.
