- Play a crucial role in selling our Life Insurance Products to Bank customers and Channel Partners.
- Ensure branch & employee activation to ensure branch growth.
- Conduct regular sales activities within branch and catchment areas to generate leads.
- Ensure timey resolution of queries and complaints and controlling the instances of adverse customer experience
Relationship Management
- Manage Relationships with key Bank Branch Team to leverage Business.
- Act as one point of contact for any Life Insurance related requirements.
- Conduct regular sales activities within branch and catchment areas to generate leads.
Lead & Business Generation
- Generate potential customer Leads through Activities, Lobby Management etc.
- Effectively engage with Bank Customers / Channel Partners for Sales Closures.
- Ensure Monthly Business Activation of Bank SP / Branch.
- Engage with customers to help build a healthy product portfolio that support them in meeting their life goals.
Product & Process Knowledge
- Ensure adequate Product & process Knowledge.
- Sell Right to Customers.
- Adhering to regulatory requirements & monitoring quality of business. Qualifications: Graduate / Postgraduate
Essential Knowledge / Skill Sets:
• Should be presentable with good communication skills.
- Should be positive at relationship building/management.
- Should have excellent communication, interpersonal and managerial skills
- Should understand Insurance and related financial market products
- Ability to work effectively in highly demanding and competitive environment