Roles and Responsibilities:

- Collaborate with our banking partners to identify and engage with potential customers, leveraging their existing client base and network to generate leads and referrals.
- Build rapport and establish trust with customers through proactive communication, needs analysis, and personalized financial planning sessions.
- Conduct regular follow-ups and reviews to deepen relationships, address customer inquiries, and provide ongoing support.
- Present and promote the range of life insurance products and services to customers, highlighting their features, advantages, and suitability based on individual financial goals and risk profiles.
- Cross-sell and upsell additional products and services to maximize revenue opportunities and enhance customer value.
- Educate customers on the importance of life insurance and financial planning, empowering them to make informed decisions to protect their families and secure their financial future.
- Stay updated on industry trends, market developments, and regulation changes affecting the insurance sector, incorporating relevant insights into sales practices and customer interactions.

📌 Fsc Manager (Kochi)
🏢 HRQUADRANT
📍 Kochi