
Customer Relationship Manager
1 day ago
As a seasoned insurance professional, you will be responsible for generating leads from assigned banks and developing customer relationships. Your primary goal is to cross-sell various financial products to bank customers, focusing on life-related investment and insurance areas.
You will work closely with the bank sales team to facilitate the completion of medical reports and ensure prompt issuance of policy documents. Additionally, you will explore opportunities to develop new markets and segments in line with company sales strategies.
Key responsibilities include:
- Generating leads from assigned banks
- Developing customer relationships
- Cross-selling financial products
- Completing medical reports
- Issuing policy documents
To succeed in this role, you will need:
- Minimum 1 year of sales experience in any insurance channel
- Strong communication and interpersonal skills
- Ability to work independently and as part of a team
- Knowledge of life and health insurance products
This role offers a competitive compensation package, including:
- Base salary
- Commission structure
- Opportunities for career growth and development
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