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Financial Sales Advisor
2 weeks ago
Lead generation at the time of account opening/service call being made to the customer
- Establishing & strengthening relationship with Cluster head & staff to gain mindshare from them on protection and Annuity
- Involvement in work site activities (putting up stalls and making presentations in corporate.Working, engaging and connecting with HNI clients for one on one sellingClosing sale and following up on issuance.
- Increasing bank’s customer awareness about Life Insurance solutions and achieve the targeted penetration on Annuity and protection
- Drive effectively the Reward and recognition programs launched for the bank staff.Train the bank staff regularly on Annuity and Protection plan of Max Life
**Job Types**: Full-time, Regular / Permanent
**Salary**: ₹25,000.00 - ₹35,000.00 per month
**Benefits**:
- Cell phone reimbursement
- Provident Fund
Day range:
- Monday to Friday
Shift:
- Day shift
Supplemental pay types:
- Performance bonus
Travel requirement:
- Up to 50% travel
Ability to commute/relocate:
- Coimbatore, Tamil Nadu: Reliably commute or planning to relocate before starting work (required)
**Education**:
- Bachelor's (required)
**Experience**:
- Insurance sales: 2 years (required)
- Bancassurance: 2 years (required)
Work Location: In person
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