• Pitch and sell insurance products to existing policyholders and to bank customers
• Identify opportunities to bundle insurance offerings for better customer value
• Achieve set sales targets and contribute to overall business
• Operate in the defined sales process and use the tools provided (e.g., Lead Management System)
• Contact customers through calls, emails or meetings to present cross-selling opportunities
• Build strong relationships with clients to ensure repeat business and referrals
• Analyze customer profiles to suggest suitable insurance solutions
• Address customer queries, resolve complaints, and any other doubts
• Collaborate with bank branch and staff basis the requirement and needs
• Coordinate with internal teams like branch operations, current business, underwriting, etc. for effective fulfilment from login to issuance
📌 Team Leader (Delhi)
🏢 Canara HSBC Life Insurance
📍 Delhi
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