Max Yes Bank Affluent Surat
Published date: 2024/01/10
- Location: Surat, Gujarat, India
Assistant sales Manager Bancassurance at Surat
Job title :- Assistant sales manager Bancassurance
:- Managing the life insurance sales through assigned Bank Branches. Coordinating between Bank and company from Lead generation to policy conversion. Deal with walking customers Sale them Life insurance policies. Managing the life insurance policies
Channel Partner :- Yes Bank
Location: Surat
Salary: Open for perfect candidate upto 5.5 LPA.
Key Responsibilities
• Generate leads from in-branch lead generators, bank customer database walk in customers. Make appointments, explore the customers 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.
• Build a good customer base in order to explore opportunities to cross-sell up-sell, Obtain referral to further prospects where appropriate.
• Responsible for sales completion by facilitating completion of medical reports ensuring prompt issue of policy document
• Adherence to company sales process and timely submission of various reports.
Interested candidate can share CV on thehrfly7@gmail.com
Job title :- Assistant sales manager Bancassurance
:- Managing the life insurance sales through assigned Bank Branches. Coordinating between Bank and company from Lead generation to policy conversion. Deal with walking customers Sale them Life insurance policies. Managing the life insurance policies
Channel Partner :- Yes Bank
Location: Surat
Salary: Open for perfect candidate upto 5.5 LPA.
Key Responsibilities
• Generate leads from in-branch lead generators, bank customer database walk in customers. Make appointments, explore the customers 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.
• Build a good customer base in order to explore opportunities to cross-sell up-sell, Obtain referral to further prospects where appropriate.
• Responsible for sales completion by facilitating completion of medical reports ensuring prompt issue of policy document
• Adherence to company sales process and timely submission of various reports.
Interested candidate can share CV on thehrfly7@gmail.com
0 page views
Related listings
-
Customer Relationship Manager In Ahmedabad | Bank Jobs (INDSQJ #28185)BankWe are looking for an experienced customer relationship manager to be responsible for engaging with key customers by building and preserving trusting relationships. The customer relationship manager will constantly identify opportunities to grow the ...2026/11/10
-
2026/11/10
-
Risk & Control Review ManagerBankJob Title – Analyst Place of work - Gujarat - Ahmedabad Business Unit – Risk Function – Enterprise Risk Management Job Purpose: The role is required for rural business preferably Branch credit Manager (BCM)/Customer Service Manager (CSM). The role ho...2026/11/10