Rlationship officer (Damoh)

Rlationship officer (Damoh)

15 Sep
|
bwise solutions
|
Damoh

15 Sep

bwise solutions

Damoh

Role & responsibilities

- Generate new life insurance business through customer acquisition and referrals.

- Build and maintain robust relationships with existing and prospective customers.

- Understand customer financial goals and insurance requirements.

- Explain life insurance products, benefits, features, premiums, and policy terms to customers.

- Generate leads through branch referrals, existing customers, calling, and other available sources.

- Conduct customer meetings and follow up regularly to convert leads into business.

- Achieve assigned monthly, quarterly, and annual sales targets.

- Maintain a healthy sales pipeline and ensure timely follow-up of leads.

- Coordinate with bank/branch staff, customers, and internal teams for smooth policy issuance.

📌 Rlationship officer (Damoh)
🏢 bwise solutions
📍 Damoh

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