Corporate Account Manager
Published date: 2026/11/07
- Location: Jaipur, Rajasthan, India
Job Description :
Work on assigned leads (given by Nationalize Banks) and generate referrals from every visit that's made to customer
Achieve sales targets as assigned by the organization month-on-month basis
Cross sell and up sales Life Insurance products based on the life cycle needs of the customers and as defined by the organization.
Meeting the customers to solicit insurance products based on appointments in the course of daily activities
Ensure that a comprehensive financial need analysis of customers is done and provide insurance solutions based on analysis
Strict adherence to organizations policies and processes.
Provide accurate forecasts, updates and requested reports to reporting manager
Work on assigned leads (given by Nationalize Banks) and generate referrals from every visit that's made to customer
Achieve sales targets as assigned by the organization month-on-month basis
Cross sell and up sales Life Insurance products based on the life cycle needs of the customers and as defined by the organization.
Meeting the customers to solicit insurance products based on appointments in the course of daily activities
Ensure that a comprehensive financial need analysis of customers is done and provide insurance solutions based on analysis
Strict adherence to organizations policies and processes.
Provide accurate forecasts, updates and requested reports to reporting manager
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