Founder at Serving Skill
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Branch Relationship Manager - Direct Sales - Life Insurance (7-8 yrs)
- Maintain Customer Relationship
- Ensure that team builds sustainable relationships and trust with customer accounts through open and interactive communication.
- Determine clients' particular needs and financial situations by scheduling fact-finding appointments and determining the extent of present coverage and investments.
- Track and Supervise Campaign Calling
- Track Segmented product based campaigns including GLIP, SWP, FWP and others
- Ensure that the team follows communication procedures, guidelines & policies
- Supervise/Track Service Request Calls
- Keep records of customer interactions, process customer accounts and file documents
- Provide appropriate solutions and up-selling strategies to the team basis the feedback of the previous interactions
Requirements :
- Must have team leading experience for 3 to 4 years .
- Life Insurance experience of minimum 7-8 years
- Should be from Life Insurance sales. Do not share CVs for BANCA only.
- Age not more than 40
- Must be a local.
- Should be from Direct/Agency
- Generating at least 1.5 Cr+ Business annually in Current or Last Company
