Hiring for Insurance Banca Channel (With all leads supported)

Staunch HR Services Private Limited; Warangal; Vor Ort; INR 250.000 - 500.000; Vollzeit

Benefits dieser Stelle

Monthly incentive

Quarterly incentive

Personal Insurance cover

Paid Leaves

Other Allowance

Zusammenfassung

Staunch HR Services Private Limited invites experienced banking sales professionals to join our team in Warangal. You will engage with leads, schedule meetings, and assess client financial needs across life-related investment and insurance products. You will present suitable solutions and ensure smooth documentation and closure.

Strong communication, relationship-building, and target-driven mindset are essential. Experience in banking and working capital products is a plus; training provided.

Qualifikationen

• Experience in customer-facing sales roles preferred.
• Knowledge of life insurance and investment products is a plus.
• Ability to identify customer needs and offer appropriate solutions.

Aufgaben

• Accept and schedule meetings with leads and warm prospects.
• Identify customer financial needs and propose suitable products.
• Prepare sales documentation and obtain customer agreement.
• Develop relationships with branches/partners to achieve volumes.

Kenntnisse

Lead generation

Customer relationship

Sales negotiation

Financial product knowledge

Communication

Ausbildung

Bachelor's degree in Commerce/Finance

Tools

CRM software

Jobbeschreibung

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