- Experience in Bancassurance sales with skills in lead generation and client advisory
- Achieve sales targets through presentations, engage walk-in customers, manage leads and customer database, and meet monthly business goals
Role & responsibilities To achieve sales targets by making effective sales presentations in a venue setting; to maintain high standards of service quality & generate and convert leads 1.Engage with venue walk-in customers to generate leads
2.Provide quality advisory to customers on their financial life needs & solutions
3.Visit potential customers for recent business
4.Work on pre-fixed appointments
5.Keep database current and accurate with target customer, current customer, and future customer
6.End to end tracking & managing leads using systems & tools provided by the organization
7.Ensure that business targets are met month on month
📌 Sales Manager (Bengaluru)
🏢 Kotak life insurance company
📍 Bengaluru
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