HR Intern at Vistabiz Solutions
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Relationship Manager - Sales - Insurance (1-8 yrs)
Job Description
KEY PURPOSE To uncover and explain the need for LIFE INSURANCE products to customers and sell the appropriate product and amount of 'protection' and 'savings' plans to them KEY RESPONSIBILITIES
- Search, identify & conduct daily sales calls for financial planning sessions with clients
- Acquire customers and generate the targeted amount of premium - Deliver Complete Product Information to Customers
- Monitor & fulfill prospect and customer leads provided by the company for new business or cross sell opportunity
- Cross sell and upsell products to existing customers & build portfolios
- Manage the relationship with customers to ensure persistency & renewals
- Ensure adherence to all sales systems, operational, underwriting, compliance guidelines & ensure accurate data capture
- Ensure the delivery of all S&D and financial KPI defined for the role
- Ensure adhere to the defined sales process, AML & KYC guidelines, code of conduct & rules of the company
- Report and highlight any violation of sales, compliance, HR guidelines to superiors Key Critical Competencies Communication & Presentation Skills Interpersonal Skills Result & Achievement Oriented Customer & Service Orientation Initiative & Self direction Numerical Ability & Logical Reasoning Planning & Execution Role Modeling Brand Values KEY SKILLS/KNOWLEDGE Relationship Management Profile B.Sc. / Engg. / B.Com.
- Graduates (Male & Female)/MBA/ Post Graduates from reputed institutes with academic background.
- Preferred Industry - Financial Services - MNC Banks (Liabilities, Mortgages), Broking Firms, Corporate Agencies and DST's of MNC Banks, Insurance Cos Years of experience
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