Role & responsibilities

Will be responsible for meeting sales target through Banks FOS.

Will be responsible for maintaining relationships with all constituents in the Bank

Branch

Keeping accurate record of referrals received form all constituents in the bank

branch.

Shall adhere to agree TATs on first customer contact and follow-ups from the date of

the lead being registered.

Shall approach him/herself at least 5 recent customers in the bank branch each day.

Increasing banks customer awareness about Life Insurance solutions and achieve

the targeted penetration on cross sell within the branch’s customer base.

Drive effectively the Reward and recognition programs launched for the bank staff.

Shall train the bank staff regularly on concepts in life insurance and new product

introductions.

Preferred candidate profile

Graduate in any discipline

1 to 2 yrs of overall exp. in sales with a minimum of 6 months work experience in the

fields of Banca, Life insurance sales management, Retail bank distribution, and

Channel Management and/or DSA relationship.

Contact Details

Diya Kapoor

(phone hidden)

[email protected]

📌 Bank insurance sales (Jalgaon)
🏢 Orange Corporate Solution
📍 Jalgaon