Liaise with bank’s branch staff and build effective relationships to maximize the business opportunity
· Provide knowledge about the insurance products and support bank’s branch staff through training to enable them to generate new business, understand customer needs and recommend suitable life insurance products to customers
· Provide training to the bank branch staff to equip them to sell insurance products to customers and assist them in revenue generation
· Provide guidance to the bank's branch staff in servicing existing customers, solve their queries and concerns and ensure the quality of business is maintained consistently
· Enable business procured through bank's branch staff is aligned to business quality metrics
· Exercise due diligence to prevent unauthoriz transactions
Meet Annual Gross Premium Targets set by the company
· Understand customer needs and recommend suitable life insurance products to them
· Acquire new clients with the help of leads provided by the company and generate quality business revenue
· Actively cross sell / up sell products to the company’s existing customers by identifying the customer needs
· Provide service to existing customers, solve their queries and concerns and ensure the quality of business is maintained consistently
· Generate fresh leads through cold calling and devise new ways of widening customer base for revenue generation opportunities
· Accept authority of application, complaints of the customers and responsible to take it forward with concerned team.
· Exercise due diligence at to prevent unauthoriz transactions.
Meet Annual Gross Premium Targets set by the company
Manage customer complaints and ensure Review Period Cancellations do not exceed 5% of sales
1-2 Years Experience in Life Insurance Sales
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