Senior Relationship Role - Insurance (2-6 yrs)
Job Rolls & Responsibility :
- Established relationship with potential Investors from the market
- Promptly resolved trading related problems ( Equity & Derivatives) of the clients
- Assigned target to the management trainees for l.i. products
- Coordinated with the Internal Consultancy & Analyst Team to provide best possible solution to the customers
- Make a potential Franchisee & Direct Sales Associate from the market.
- Planned, Maintained & built clients relationship for managing M to M.
- Provide the Product Training & close the client's calls as per requirement in the market.
- Recommended the Investment Scheme like Insurance.
- Recognizing and obtaining the potential clients from the market
- Ensuring preparation of suitable investment in l.i. & investment's product
- Evaluating clients, taxation, retirement planning and sources of income.
- Involved in maintaining relationship with clients and brokers to assist them.
Desired Candidate Profile :
- Graduated from any field
- Candidate having best insurance knowledge
- Communication & Convincing skill required
- Having best ability to work on multi task
- Candidate have min. 2.5 years of experience in BFSi sector
For more information share your resume on whats app no: 9638646812
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