- 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 valuable 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.
Connect:Hrsourcing11@ageasfederal
📌 Chief Bancassurance Manager-Federal Bank (Kasaragod)
🏢 Ageas federal
📍 Kasaragod
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