Advisor at Realm Point
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Executive - Business Development - Banking/Financial Services (0-3 yrs)
Business Development Executive
- Developing marketing strategies and promoting all types of new insurance contracts or suggesting additions/changes to existing ones
- Breeding productive relationships to create a pool of prospective clients from various sources by networking, cold calling, using referrals, etc.
- Evaluating business or individual customers needs and financial status and proposing protection plans that meet their criteria
Responsibilities :
- Develop marketing strategies and promote all types of new insurance contracts or suggest additions/changes to existing ones
- Breed productive relationships to create a pool of prospective clients from various sources by networking, cold calling, using referrals etc.
- Evaluate business or individual customers needs and financial status and propose protection plans that meet their criteria
- Work with clients to deliver risk management strategies that fit their risk profiles
- Report the progress of monthly/quarterly initiatives to stakeholders
- Maintain bookkeeping systems, database and records
- Monitor insurance claims to ensure mutual satisfaction
- Achieve customer acquisition and revenue growth objectives
- Constantly update job knowledge and learn about new products and services
- Fulfill all policy requirements
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
