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Bancassurance Manager

1.00 to 6.00 Years   Pune   02 Aug, 2023
Trenz Management Services
Job LocationPune
EducationNot Mentioned
SalaryRs 1.5 - 4.5 Lakh/Yr
IndustryInsurance
Functional AreaPre-SalesSales / BD
EmploymentTypeFull-time

Job Description

    Job descriptionQualification: GraduationAge- 21-38Experience- 6 months or above in salesWork Profile: Key Accountabilities1. Sales: Accept leads generated from in-branch lead generators as well as warm leads provided by the bank from the database as well as generate own leads. Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the companys product range, gain customer agreement to purchase, accurately complete sales documentation.2. Incentive programs: Cascade the incentive programs ensure complete success in implementation of the same3. Sales completion process: Responsible for sales completion by facilitating completion of medical reports ensuring prompt issue of policy document4. New markets/segments: Explore opportunities to develop new markets/ segments in line with company sales strategy from time to time5. Cross Sell/ Up-Sell: Build a good customer base in order to explore opportunities to cross-sell up-sell, Obtain referral to further prospects where appropriate.6. Relationship Building: * Build long term relationship with the bank staff clients by responding appropriately to all bank/client queries either directly received or forwarded by the service company. * Know all the branch managers, relationship managers employees of all assigned branches on a personal level7. Customer Relationship Management: Arrange meetings of banks branch managers staff with existing clients at least once a year, acknowledging birthdays anniversaries to review their financial circumstances life insurance needs as well as to obtain referrals to further prospects.8. After Sales Service: Accept follow up on suggestions, request complaints received from clients, ensure claim requests are serviced.Interested Candidates can share their resume directly contact on hidden_mobile.

Keyskills :
direct salesbfsi saleslife insurancecasa salesagency salesgeneral insurancebanking salesfinance

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