Insurance Sales Person

4 days ago

Hyderabad, India O3Hire Full time

Meet customers to sell all financial products - Meet & counsel Walk -in ; DSA customers who have been referred to him / her by Bank - Influence customers to buy FD who have no prior Bank Deposit relationship. - Ensure proper customer profiling on each call / customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options. - Obtain appropriate documents / information from the client and ensure the forms are duly completed before logging the sale. - Communicate the necessary details to the customers for the products being bought by them. - Ensure sale is completed through / in line with the defined sales process. - Maintain product mix across types of loans / value of loans ( Eqt, Housing, etc) and appropriate open market share for all products ( PAR / ULIP / Non Par). - Co-ordinate for all claims processing (with the help of TM/ ASM/ Coordinators / SM representatives). - Closely monitor the HL data of the HL executives mapped to maximize the business opportunities. - Ensure maximum joint calls with each HL executive mapped. - Ensure that all reports are created and maintained in a timely manner (DSR, Sales Dairy, etc.) - Ensure that all documents are properly scanned and there is no mistakes while lead updation in the system. **with own two wheelers** **Salary**: ₹13,278.12 - ₹25,000.00 per month Day range: - Monday to Friday Shift: - Day shift Supplemental pay types: - Bonus pay - Commission pay Travel requirement: - Up to 50% travel Ability to commute/relocate: - Hyderabad, Telangana: Reliably commute or planning to relocate before starting work (required) Application Question(s): - Do you have Bike? **Education**: - Bachelor's (required) **Experience**: - total work: 1 year (preferred) Willingness to travel: - 50% (preferred)

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