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