Roles and Responsibilities
- Manage relationships with existing clients to identify their financial goals and provide tailored insurance solutions.
- Develop new business opportunities through referrals, networking, and prospecting.
- Conduct needs analysis to understand client requirements and recommend suitable products from various companies.
- Ensure timely follow-ups on leads generated by the team to convert them into sales.
- Maintain accurate records of client interactions, transactions, and sales performance.
Desired Candidate Profile
- 1-3 years of experience in bancassurance sales or related field (BFSI).
- Solid understanding of life insurance products and services offered by different companies.
- Excellent communication skills for effective relationship management with clients.
- Ability to work independently with minimal supervision while meeting targets set by the organization.
- 2-wheeler with license mandatory.
- immediate join/ 30 days' notice period
- Drop CV -
[email protected]
📌 Senior Relationship Manager (Burdwan)
🏢 Bajaj Life Insurance
📍 Burdwan