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Insurance Advisor
3 weeks ago
Generating leads and conversion to sales for Insurance (Life & General Insurance) also mutual fund, damt account and other investment products.
- All work related to Insurance like Policy explanation, generation, claim settlement
- Track keeping of all leads and regular follow ups and update
- Meeting with customers, their detailed requirement analysis and business information
- Maintain and update key account records
- Document collection as and when required
- Acquire job knowledge on types financial services
- Explaining all conditions to customers as per the product
- Updating reporting formats & MIS updates and regularly
- Develop referral networks, regenerate lead suggests alternate channels and cross-sell products
- Developing new business relations and opportunities
- Follow all rules and regulation and instruction given by PWM
Pay: ₹20,000.00 - ₹40,000.00 per month
**Benefits**:
- Paid sick time
Schedule:
- Day shift
Supplemental pay types:
- Commission pay
Ability to commute/relocate:
- Surat, Gujarat: Reliably commute or planning to relocate before starting work (required)
**Experience**:
- total work: 1 year (required)
Work Location: In person
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