- Responsible for achieving Insurance premium targets through the sales distribution channels & delivery on retention targets
- To maximize customer contact and coverage by analysing and assigning opportunities
- Work on assigned leads by the Bank and generate referral from every customer that visits the branch
- To classify customer base on the basis of their product usage pattern, income, and other socio economic and cultural factors
- To ensure understanding of internal processes and timely updation of system records and proper documentation checks
Preferred candidate profile
- Knowledge of the insurance sector, regulations applicable to insurance sector and the Companys and competitors’ products
- Excellent communication, interpersonal and selling skills.
- Aptitude for financial numbers
- Robust problem solving skills and decision making ability