Role & responsibilities
- Generate leads from in-branch lead generators, bank customer database & walk in customers. Make appointments, explore the
- customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs
- from the companys product range, gain customer agreement to purchase, accurately complete sales documentation.
- Build a good customer base in order to explore opportunities to cross-sell & up-sell, Obtain referral to further prospects where
- appropriate.
- Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document
- Adherence to company sales process and timely submission of various reports
Preferred candidate profile Experienced candidates preferably having life insurance or banking experience
Perks and benefits
CTC up-to 5.16 LPA + Medical+ other advantages In case if you are comfortable for this job profile please send your CV to
[email protected] or call on (phone hidden)
📌 Bancassurance Relationship Manager (Hoshiarpur)
🏢 Ageas federal
📍 Hoshiarpur