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Bancassurance Executive/Manager

4 months ago

Delhi, Delhi, India timesjobs Full time
Convert prospective leads into sales.
Lead Based Work.
Develop good relationship with customers
Achieve Target Budgets.
Establish and Maintain High Standards of Sales.
Work with particular provided Branch.
Assistant clients with planning for life insurance and suggest better retirements plan Mutual funds and ULIP fund
Guidance bank customers on financial matters and provided recommendations on better investment opportunities

products and services based on client needs and asset availability

Handle Bank insurances files and bancassurance lead documentation
Profiled and analysed investment and insurances products to devise financial strategies meeting

Client financial needs and to forecast opportunities with the highest return on investment.