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Sr. Officer/ Asst. Manager/ Dy. Manager ( Insurance sales)

1.00 to 5.00 Years   Kolkata   06 Jul, 2021
Job LocationKolkata
EducationNot Mentioned
SalaryNot Disclosed
IndustryIT - Software
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

Roles and Responsibilities1. Service through relationship management2. Establishing and strengthening relationship with the allocated customer base.3. Ensure retention of in his/her allocated Book of Relations (existing customer database).4. Act as single point of contact for customers for any customer query/complaint.5. Identify financial goals of customers and providing financial planning assistance.6. Competition Analysis for giving professional advice to customer7. Fix self appointments everyday from the given customer database as per the campaign.8. Focus on cross-sell & up-sell opportunity in allocated customers.9. Ensure successful completion of licensing as per MLI standardsDesired Candidate Profile1. Good Communication Skills2. Share candidates who can join immediately.(Max 1 month)3. Minimum qualification-Graduate4. Own conveyance Mandatory.5. Age:Max 32 yrs not more then that.6. Staying at his current location for 1-2 yr.,

Keyskills :
rolloverscommunicationfinancial planningtfsalicensingsaving for educationretentioncompetition analysishisdatabaseanalysiscompletionfinancial goalsstrengtheninggoal analysislifestyle planningcollege savings plans529 plansplanningindustry

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