- Manage relationships with existing clients to identify their financial goals and provide tailored investment solutions.
- Conduct field sales visits to meet new potential clients, build rapport, and present investment opportunities.
- Identify cross-selling opportunities for other banking products and services within the branch's customer base.
- Maintain accurate records of client interactions, transactions, and sales activities.
Job Requirements :
- 1-6 years of experience in insurance or related field sales role.
- Solid understanding of insurance products and services offered by various companies.
- Excellent communication skills with ability to build strong relationships with clients at all levels.