Hiring for Insurance Banca Channel (With all leads supported)

Staunch HR Services Private Limited; Chennai; On-site; INR 250,000 - 500,000; Full time

Benefits offered by this job

Monthly incentive

Personal Insurance cover

Paid Leaves

Other Allowance

Job summary

Staunch HR Services Private Limited in Chennai seeks a field sales/relationship executive. You will accept and schedule meetings with leads from partner bank branches, warm leads, and self-generated prospects to assess life-related investment and insurance needs, then match them with appropriate products from the company range.

You will make appointments, secure customer agreements, and ensure accurate sales documentation while delivering high customer service and building lasting relationships.

Qualifications

• Sourcing and identifying new relationships for the bank.
• Understanding of working capital products.
• Ensure high degree of customer service/satisfaction.
• Identify and develop channel partners for growth.

Responsibilities

• Accept and schedule meetings with leads from bank branches and warm leads.
• Make appointments, explore customers' financial needs in life-related investments and insurance.
• Present suitable products and gain customer agreement to purchase.
• Accurately complete sales documentation.

Skills

Lead generation

Relationship building

Communication

Sales skills

Job description

Job Description

Accept and schedule meeting with leads generated from assigned bank branch (Partner bank branch) lead generators as well as warm leads provided by the bank or bank employees from the database as well as generate own leads. 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.

Experience Min 1 -15 yrs

Job Description

Accept and schedule meeting with leads generated from assigned bank branch (Partner bank branch) lead generators as well as warm leads provided by the bank or bank employees from the database as well as generate own leads. 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.

• Incumbent will be mainly responsible for sourcing and identifying new relationship for the bank.
• Understanding of working capital products
• Ensure high degree of customer service/satisfaction/trust.
• Manage field investigations, development and formulation of appraisal notes and scrutinizing the legal dimensions of the proposals.
• Identifying and developing channel partners for achieving business volumes consistently and profitably.

Extra Benefits

• Monthly and quarterly incentive
• Personal Insurance cover
• Paid Leaves
• Other Allowance