
Business Development Specialist
1 week ago
The position entails driving business through cross-selling life insurance products to bank customers and maintaining strong stakeholder relationships.
Primary Responsibilities:- Lead generation from assigned banks.
- Cross-selling various financial products to bank customers.
- Develop customer business through relationship-building and financial need analysis.
- Manage and enhance relationships with bank staff and customers for effective business conversion.
- Appointment setting and exploration of customers' financial needs in life-related investments and insurance areas.
- Recommend suitable products to meet customer needs and gain agreement to purchase.
- Accurate sales documentation and timely policy issuance.
- Acquisition of new customers using bank databases, footfall, and generated leads.
- Supporting team members on client visits and providing coaching and support.
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