Skywings Advisors Private Limited

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Relationship Officer - Banca Assurance Channel

Tamil Nadu, Chennai, , Cuddalore, , Kanchipuram, Nagapattinam, Tiruvannamalai, Tambaram, Neyveli, Pennadam


Hiring for Life Insurance Company
Post:- Bancassurance
Salary:- 1.5LPA to 3LPA
Location - All Tamil Nadu

Key Accountabilities (List the expected end results or KPIs that the job holder is expected to achieve for this job.)
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

5. Cross Sell/ Up-Sell: Build a good customer base in order to explore opportunities to cross-sell & up-sell, Obtain referral to further prospects where appropriate.

6. Relationship Building:

– Build long term relationship with the bank staff & clients by responding appropriately to all bank/client queries either directly received or forwarded by the service company.

Interested Candidate kindly share their updated resume on whatsapp

Regards
Roshani

Experience 1 - 7 Years
Salary 1 Lac 50 Thousand To 3 Lac P.A.
Industry Financial Services / Banking, Investments / Insurance / Stock Market / Loan
Qualification Other Bachelor Degree
Key Skills Field Sales FMCG Sales Insurance Sales Banking Sales fincancial sales retail sales Telecom Sales Finance Officer walk in


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