We are seeking a proactive Sales Officer to join a Life Insurance Company. The ideal candidate will be responsible for cross-selling various financial products to bank customers, building relationships, and acquiring new clients. This role requires a minimum of 1 year of sales experience, preferably in the BFSI (Banking, Financial Services, and Insurance) sector.
Roles and Responsibilities
Sales and Business Development:
- Generate leads from an assigned bank.
- Cross-sell financial products to bank customers.
- Acquire new customers by utilizing the bank's database, foot traffic, and generated prospects.
- Make appointments, explore customer financial needs, and select appropriate products to meet those needs.
- Ensure the timely completion of sales by facilitating medical reports and the prompt issuance of policy documents.
- Explore opportunities to develop new markets and segments.
Relationship Management:
- Build and maintain strong relationships with bank customers.
- Support other Relationship Managers and the bank's sales team by providing coaching on company knowledge, products, and services.
Skills Required
- A minimum of 1 year of sales experience in any of the insurance channels.
- Experience in insurance or BFSI is mandatory.
- Must be a graduate.
- A good track record and employment stability are essential.
- Experience in sales verticals like banking, pharma, retail, and telecom is also preferred.
