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14/05 Preity Goyyal
Founder at Serving Skill

Views:5 Applications:5 Rec. Actions:Recruiter Actions:0

Branch Relationship Manager - Direct Sales - Life Insurance (7-8 yrs)

Pune/Hyderabad/Bangalore/Mumbai/Udaipur/Ghaziabad/Delhi/Vadodara/Baroda/Kanpur,belgaum Job Code: 325669

- 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

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