- Manage relationships with existing clients to identify their financial goals and provide personalized investment solutions.
- Conduct field sales visits to meet new potential clients, build rapport, and present investment opportunities.
- Identify cross-selling opportunities within existing client base through upselling and cross-selling of insurance products.
- Maintain accurate records of client interactions, transactions, and performance reports.
- Banca channel with multiple banks
Job Requirements :
- 1-6 years of experience in banking or finance industry.
- Solid understanding of insurance products and services.
- Excellent communication skills for effective relationship management.
- Ability to work independently with minimal supervision.