Bancassurance Officer - OnRole
Published date: 2024/01/10
- Location: Thiruvananthapuram, Kerala, India
Key Responsibilities
• Managing the Banca sales through assigned Bank Branch
• The candidate has to handle tie-up banks
• To Close The leads Provided By the Company
• Handle the walk-in customer
• Do Cross Selling Products
• Responsible for achieving Insurance premium targets through the sales distribution channels delivery on retention targets
• To maximize customer contact and coverage by analysing and assigning opportunities
• Work on assigned leads by the Bank and generate referral from every customer that visits the branch
• To classify customer base on the basis of their product usage pattern, income, and other socio economic and cultural factors
• To ensure understanding of internal processes and timely updating of system records and proper documentation checks
= Earn Unlimited Incentives and Bonuses.
= Monthly bonuses and increment on every 6 months.
Desired Candidate Profile
• Minimum 1 years experience of Life Insurance sales.
• Strong problem solving skills and decision making ability.
• Excellent communication, interpersonal and selling skills.
• Should have stable past career employment history.
• Working with people.
• Managing the Banca sales through assigned Bank Branch
• The candidate has to handle tie-up banks
• To Close The leads Provided By the Company
• Handle the walk-in customer
• Do Cross Selling Products
• Responsible for achieving Insurance premium targets through the sales distribution channels delivery on retention targets
• To maximize customer contact and coverage by analysing and assigning opportunities
• Work on assigned leads by the Bank and generate referral from every customer that visits the branch
• To classify customer base on the basis of their product usage pattern, income, and other socio economic and cultural factors
• To ensure understanding of internal processes and timely updating of system records and proper documentation checks
= Earn Unlimited Incentives and Bonuses.
= Monthly bonuses and increment on every 6 months.
Desired Candidate Profile
• Minimum 1 years experience of Life Insurance sales.
• Strong problem solving skills and decision making ability.
• Excellent communication, interpersonal and selling skills.
• Should have stable past career employment history.
• Working with people.
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