23 Aug
|
Ageas federal
|
Thiruvananthapuram
23 Aug
Ageas federal
Thiruvananthapuram
Job title: - Financial Relationship Manager.
Location: - Thiruvananthapuram & Ernakulam
Key Responsibilities: -
Coordinate and follow up on leads provided by the manager to drive sales growth and achieve business objectives.
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 prospects 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.
Age Limit: up to 35
Qualification: Any Degree or Diploma 3 years
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