Branch Banking Officer
Published date: 2024/01/10
- Location: Pune, Maharashtra, India
• Sitting in the branch and attend walking client
• Close the Leads which is Provided by the Company
• Provide Knowledge about Product
• Do Cold Calls for generate the leads
• Maintain good relations
• Do cross selling Provide after sales serviceEnsure timely issuance of policies while resolving all pending etc.
• Advise Surat clients on the policies that best suit their needs
• Underwrite and negotiate Insurance products and customers renewals
• Marketing responsibility with agency partners in the Surat territory with visitation goal of a minimum of fresh 10-12 client interactions per month.
• Meet or exceed financial goals including rate, growth, profit, retention, and get a new business from current market
• Responsible sales of core insurance products and services for new and existing customers Participate in cross-sell initiatives within Insurance to expand product offerings to existing City Light Surat clients
• Meet with new and renewal customers and agents/brokers to negotiate...
• Close the Leads which is Provided by the Company
• Provide Knowledge about Product
• Do Cold Calls for generate the leads
• Maintain good relations
• Do cross selling Provide after sales serviceEnsure timely issuance of policies while resolving all pending etc.
• Advise Surat clients on the policies that best suit their needs
• Underwrite and negotiate Insurance products and customers renewals
• Marketing responsibility with agency partners in the Surat territory with visitation goal of a minimum of fresh 10-12 client interactions per month.
• Meet or exceed financial goals including rate, growth, profit, retention, and get a new business from current market
• Responsible sales of core insurance products and services for new and existing customers Participate in cross-sell initiatives within Insurance to expand product offerings to existing City Light Surat clients
• Meet with new and renewal customers and agents/brokers to negotiate...
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