Associate Client Partner at StepupHR consultancy
Views:12 Applications:7 Rec. Actions:Recruiter Actions:0
Relationship Manager - Bancassurance Channel - Life Insurance (1-2 yrs)
Managing the life insurance sales through assigned Bank Branches. Coordinating between Bank and company from Lead generation to policy conversion. Deal with walking customers Sale them Life insurance policies. Managing the life insurance policies
Channel Partner :- Federal Bank
Key Responsibilities:
- Generate leads from in-branch lead generators, bank customer database & walk in customers. Make appointments, explore the customers 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.
- Build a good customer base in order to explore opportunities to cross-sell & up-sell, Obtain referral to further prospects where appropriate.
- Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document
- Adherence to company sales process and timely submission of various reports.
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
