Relationship Manager
sunrise
office room no 21/243/9, Kottappuram house mulavukad, India
6d ago

We have urgent requirement for Banca Channel.

Role- Relationship Officer

Job Location All over Kerala

Qualification - Graduation (Completed)

Experience- minimum 1 year in BFSI or Insurance sales

Job Profile :

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

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