Consultant at Skywings Advisors Pvt Ltd
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Relationship Officer - Sales - Insurance (1-8 yrs)
Hiring for leading Life insurance company.
Relationship Officer / Sr Relationship Officer.
Banca Channel experience mandatory .
1. Sales : Accept leads generated from in-branch lead generators as well as warm leads provided by the bank from the database as well as generate own leads.
- Make appointments, explore the customer's 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.
2. Incentive programs : Cascade the incentive programs & ensure complete success in implementation of the same
3. Sales completion process : Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document
4. New markets/segments : Explore opportunities to develop new markets/ segments in line with company sales strategy from time to time
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