Relationship Manager - Banca Channel
☞ SKYWINGS ADVISORS PRIVATE LIMITED
View: 106
Update day: 20-02-2024
Location: Akola Maharashtra Dhule Mumbai
Category: Sales
Industry: Insurance
Position: Client Relationship Manager
Job type: Full Time, Permanent
Experience: 2 - 7 years
Job content
Roles and Responsibilities
We are hiring for Life Insurance company 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:
Deadline: 05-04-2024
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