Dear Candidate,

We are hiring for a leading life insurance company.

KEY RESPONSIBILITIES

Service through relationship management

 Establishing and strengthening a relationship with the allocated customer

base.

 Ensure retention of customers in his/her allocated “Book of Relations”

(existing customer database).

 Act as a single point of contact for customers for any customer inquiries,

query/complaints.

 Identify the financial goals of customers and provide financial planning

assistance.

 Competition Analysis for giving professional advice to customers

 Fix self-appointments every day from the given customer database as per the

campaign

Sales

 Focus on cross-sell & up-sell opportunities in allocated customers.

Ensure the successful completion of licensing as per MLI standards

Desired qualifications and experience

0 – 1.5 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.

Age Bracket: 20-25 years

Must own a conveyance

Valuable communication skills

CTC: Up to 5.0LPA

Interested candidates, kindly call or WhatsApp on (phone hidden) and email [email protected]

Thanks & Regards

Nikita

📌 Direct Channel_Defence (Uttarakhand)
🏢 Skywings Advisors
📍 Uttarakhand