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RELATIONSHIP OFFICER - Banca Assurance - Canara Bank

Tamil Nadu, Dharmapuri, Namakkal, Salem, Kallakurichi, Mohanur, Attur


Hiring For Banca assurance channel -LIFE INSURANCE CHANNEL
Only Apply who is having LIFE EXPERIENCE :- INSURANCE Sales
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.

– Know all the branch managers, relationship managers & employees of all assigned
branches on a personal level..

Interested candidate for Banca assurance channel -Life Insurance experienced candidate in BFSI - BANKING , FINANCIAL SERVICES & INSURANCE DEPARTMENT .

Regards
Roshni

Experience 1 - 6 Years
Salary 1 Lac To 2 Lac 50 Thousand P.A.
Industry Financial Services / Banking, Investments / Insurance / Stock Market / Loan
Qualification Other Bachelor Degree
Key Skills Insurance Sales Officer banking sales life insurance financial sales Relationship Officer Banca assurance insurance executive insurance agent walk in


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