Relationship Officer - Banca
Published date: 2024/01/10
- Location: Ahmedabad, Gujarat, India
Kindly share your resume on whatsapp & Call on hidden_mobile (Nisha Patel)Qualification:GraduateAge:21 to 38 yearsExperience:1 years of experience in Life insurance with relieving Letter/resignation Acceptance Mail & 1 years of experience in Sales & MarketingShould have good communication skill in English & HindiPan Card is Mandatory for Applying
• Sales: Accept leads generated from in-branch lead generators as well as warm leads provided by the bank from the database as well as generate own leads. Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the companys product range, gain customer agreement to purchase, accurately complete sales documentation.
• Incentive programs: Cascade the incentive programs & ensure complete success in implementation of the same
• Sales completion process: Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document
• New markets/segments: Explore opportunities to develop new markets/ segments in line with company sales strategy from time to time
• Cross Sell/ Up-Sell: Build a good customer base in order to explore opportunities to cross-sell & up-sell, Obtain referral to further prospects where appropriate
• Sales: Accept leads generated from in-branch lead generators as well as warm leads provided by the bank from the database as well as generate own leads. Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the companys product range, gain customer agreement to purchase, accurately complete sales documentation.
• Incentive programs: Cascade the incentive programs & ensure complete success in implementation of the same
• Sales completion process: Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document
• New markets/segments: Explore opportunities to develop new markets/ segments in line with company sales strategy from time to time
• Cross Sell/ Up-Sell: Build a good customer base in order to explore opportunities to cross-sell & up-sell, Obtain referral to further prospects where appropriate
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