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RM, DM, AM _CAT Channel

2.00 to 7.00 Years   Delhi   08 Feb, 2020
Placewell Careers
Job LocationDelhi
EducationNot Mentioned
SalaryRs 2.5 - 4.5 Lakh/Yr
IndustryInsurance
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

We are in need of RM, DM, AM _CAT Channel for a leading life insurance company.Details are as follows:Position - RM, DM, AM _ Customer Advisory TeamCTC-RM - Upto 4.5 LPADM - Upto 3.5 LPAAM - Upto 2.8 LPAJob Summary: Direct customer service and sales to existing customers through relationship building. Existing Customer database will be provided by company (called the Book of Relations- BoR).Key Responsibilities/ Key Deliverables:Service through relationship management

  • Establishing and strengthening relationship with the allocated customer base.
  • Ensure retention of in his/her allocated Book of Relations (existing customer database).
  • Act as single point of contact for customers for any customer query/complaint.
  • Identify financial goals of customers and providing financial planning assistance.
  • Competition Analysis for giving professional advice to customer
  • Fix self appointments everyday from the given customer database as per the campaign
Sales
  • Focus on cross-sell & up-sell opportunity in allocated customers.
Ensure successful completion of licensing as per MLI standardsRequirement:
  • 5 + years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
  • Minimum 6 months exposure to Life Insurance
  • Age Bracket: 24-30 years
  • Must own a conveyance
If above profile suits you, kindly contact me on 7307433770 or manu@placewellcareers.com. References are also welcome.

Keyskills :
bancassurancesales insurancedirect sales

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