Experience: 0-10 years
Skills: Banc Assurance, Sales Manager, Sales Officer, Insurance, Health Insurance, Business Development Exsiccate, Relationship Manager
Roles and responsibilities:
• A key role is to identify potential customers & converting them into business based on the lead provided by Branch Head.
• Maintaining good relationship with clients and use them for new business opportunities.
• Generating fresh leads & converting them into the business.
• Meeting business targets.
Desirable candidates who have been in any sales background please forward your CV
Company Provide Lead Support
CTC: Best in the Industry. Negotiable
Job Designation
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