Cross-selling of various financial products to bank customers.
Customer business development and relationship management.
Employment will be under the payrolls of the insurance company.
Make appointments, explore customers financial needs (life-related investments & insurance needs), select appropriate products, gain customer agreement to purchase, and complete sales documentation accurately.
Preference for candidates with experience in Life/Health/General Insurance.
Acquire customers using the bank's database, walk-ins, and generated prospects.
Responsible for sales completion by facilitating medical reports & ensuring prompt issuance of policy documents.
Explore opportunities to develop new markets/segments in line with company's sales strategy.
Support other Relationship Managers and bank sales team by coaching them on products, services, selling skills, accompanying them on client visits, and modeling relevant behavior.
