Insurance Relationship Manager

2.00 to 5.00 Years Surat 18 Jun, 2023

Job Location	Surat
Education	Not Mentioned
Salary	Not Disclosed
Industry	Insurance
Functional Area	Sales / BD
EmploymentType	Full-time

Job Description

Graduate with minimum 2+ years of sales experienceKey Responsibilities:Generate leads from in-branch lead generators, bank customer database & walk in customers. Make appointments, explore the customer s financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the company s product range, gain customer agreement to purchase, accurately complete sales documentation. Build a good customer base in order to explore opportunities to cross-sell & up-sell, Obtain referral to further prospects where appropriate. Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document Adherence to company sales process and timely submission of various reports.,

Keyskills :
salesinsurancedirect salesbankingsales process

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Insurance Relationship Manager

Job Description

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