Relationship Manager-Federal Bank

Ageas Federal Life Insurance Co Ltd.; Pathanamthitta; In loco; INR 180.000 - 300.000; Tempo pieno

Descrizione del lavoro

Ageas Federal Life Insurance Co Ltd. in Pathanamthitta region is seeking a sales professional to generate leads from in-branch generators, bank customer databases and walk-in customers.

You will make appointments, assess customers' life-related insurance needs, select suitable products, secure purchase and complete documentation. You will build a customer base to explore cross-sell opportunities and ensure timely policy issuance.

Mansioni

• Generate leads from in-branch lead generators, bank customer database & walk in customers.
• Make appointments, explore the customers 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

Descrizione del lavoro

Role & responsibilities

Location:Pathanamthitta,Adoor,Thiruvilla,Kottayam,Thodupuzha

Key Responsibilities: -

• Generate leads from in-branch lead generators, bank customer database & walk in customers.
• Make appointments, explore the customers 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