Experience: 2 to 7 yrs.
Openings: 70
1. Customer Account & Relationship Management.
2. Plan & carry out marketing activities for Bancassurance products.
3. To provide & maintain, on an ongoing basis, a daily sales report, figures, forecasting & any other records which may be required by the Team Leader/Cluster Head to keep up-to-date records of sales & performance.
4. Understanding the needs of the end customer & providing appropriate financial solutions.
5. Handling of Relationship to aid customer for all his wealth requirements.
6. To ensure customer documentation is complete & in compliance with the banks requirements.
7. To help coordinators resolve discrepancies associated to customer documentation.
8. Interaction with other team members.
9. To visit existing clients at least once in 3 months.
10. To meet minimum 2 new prospective clients per day.
11. Provide client interaction with value calls.
12. Attending product trainings, to be up to-date with the market developments.
Openings: 70
1. Customer Account & Relationship Management.
2. Plan & carry out marketing activities for Bancassurance products.
3. To provide & maintain, on an ongoing basis, a daily sales report, figures, forecasting & any other records which may be required by the Team Leader/Cluster Head to keep up-to-date records of sales & performance.
4. Understanding the needs of the end customer & providing appropriate financial solutions.
5. Handling of Relationship to aid customer for all his wealth requirements.
6. To ensure customer documentation is complete & in compliance with the banks requirements.
7. To help coordinators resolve discrepancies associated to customer documentation.
8. Interaction with other team members.
9. To visit existing clients at least once in 3 months.
10. To meet minimum 2 new prospective clients per day.
11. Provide client interaction with value calls.
12. Attending product trainings, to be up to-date with the market developments.
Minimum 2 years experience in selling insurance
Contact Details
Recruiter Name:
Neha Sharma / Manpreet Kaur
Contact Company:
Dimensions HRD Consultant
Address:
I 36 Jangpura Extension, NEW DELHI,Delhi,India 110014
Email Address:
Telephone:
+91-11-43403305
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