ARM/ RM - bancassurance - Moradabad
Moradabad, Uttar Pradesh, in
7h ago
source : JobSearchine

Reporting to : Â Territory Manager / Circle Manager

Department : Â Bancassurance Channel.

Purpose of the role :

Provide support in Sales of Life Insurance business to bank customers at bank branches across assigned locations.

Key responsibilities :

  • Establishing & strengthening the relationship with Bank branch manager & staff to gain leads.
  • Prospecting & meeting walk-in customers of the Bank and conducting Quick Need Analysis.
  • Increasing the bank's customer awareness about Life Insurance products and achieve the targeted penetration on cross-selling within the branch’s customer base.
  • Creating awareness and motivate bank employees to recommend life insurance products to bank customers.
  • Delivering consistently on Goal Sheet parameters.
  • Ensure compliance to internal sales process & other defined sales & service standards.
  • Performance Goals :

  • New business.
  • Number of Policies.
  • Renewal Premium (Persistency)
  • Education Qualification : Graduation / Post Graduation.

    Required Knowledge : Knowledge about the Life Insurance industry, preferably in bancassurance sales in Public Sector Bank.

    Behavioral Competencies : Â Customer Centricity, Result Orientation, Relationship Management, Sales Capability & Problem Solving, Planning & Organizing.

    The key requirement for this role :

  • Age within 35 years.
  • Candidate should know the local language apart from basic proficiency in English.
  • Should be open to travel within the city & outstation.
  • Should be able to source business independently.
  • Candidates having own conveyance will be preferred.
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