Senior Financial Product Specialist

6 days ago


Amaravati Andhra Pradesh, India beBeeInsurance Full time ₹ 15,00,000 - ₹ 25,00,000

Job Overview:

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This role entails leading generated leads from assigned banks, with a focus on cross-selling various financial products to bank customers. Customer business development and relationship management are key responsibilities, involving appointments with customers, exploration of their financial needs, and selection of appropriate products to meet these needs. Accurate completion of sales documentation and obtaining customer agreements to purchase are also essential.

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Main Responsibilities:

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Key responsibilities include customer acquisition through resource utilization of banks' database, footfalls, and generated prospects. Sales completion involves facilitating the completion of medical reports and ensuring prompt issue of policy documents. Additionally, exploring opportunities to develop new markets/segments in line with company sales strategy is crucial. Supporting other Relationship Managers and the bank sales team by coaching them in company knowledge, products, services, and selling skills is also required.

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Required Candidate Profile:

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A minimum of 1 year of sales experience in any insurance channel is mandatory. Candidates from various sales verticals, including insurance, banking, pharma, retail, telecom, and others, are encouraged to apply.

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