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2 days ago
We are seeking a highly skilled and motivated Sales Officer to fill a key role in our Bancassurance team. The ideal candidate will be responsible for cross-selling life insurance products to bank customers, managing relationships, and driving business growth through strategic customer engagement.
Key Responsibilities- Sales: Actively promote life insurance products to bank customers, identifying and capitalizing on sales opportunities.
- Lead Management: Utilize leads generated from the assigned bank to make appointments and explore customers' financial needs.
- Customer Acquisition: Acquire new customers by effectively utilizing the bank's database, foot traffic, and generated prospects.
- Relationship Management: Develop and maintain strong relationships with bank customers for business development.
- Process & Compliance: Ensure accurate completion of sales documentation and facilitate the completion of medical reports to ensure prompt issuance of policy documents.
- Training & Coaching: Provide support and coaching to other Relationship Managers and the bank's sales team on product knowledge and selling skills.
- Experience: A minimum of 1 year of sales experience is required, preferably in the insurance or BFSI sector.
- Education: A graduate degree is mandatory.
- Skills: Strong relationship management and sales skills, with a proven track record of good performance and employment stability.
- Competitive Compensation: Up to 4 lakhs, plus conveyance and incentives.
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