07 Nov
|
Cafsinfotech Private
|
Bengaluru
07 Nov
Cafsinfotech Private
Bengaluru
1. Key ResponsibilitiesBuild and maintain robust relationships with existing and prospective customers.
2. Identify customer requirements and recommend suitable insurance products and solutions.
3. Generate new business opportunities through customer references, leads, and follow-ups.
4. Achieve assigned monthly and quarterly sales targets.
5. Explain insurance policy features, benefits, premium structures, and coverage details to customers.
6. Follow up with customers for policy renewals, premium payments, and new business conversions.
7. Coordinate with internal teams and insurance partners for policy issuance and customer servicing.
8. Maintain regular communication with customers and provide timely resolution of their queries.
9. Ensure accurate documentation and compliance with company and insurance industry guidelines.
10. Maintain proper records of customer interactions, sales activities, and business performance.
📌 Relationship Executive (Bengaluru)
🏢 Cafsinfotech Private
📍 Bengaluru