Financial Relationship Manager
2 days ago
Job Description: -:
Key Responsibilities: -
- Coordinate and follow up on leads provided by the manager to drive sales growth and achieve business objectives.
- Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the company's product range, gain customer agreement to purchase, accurately complete sales documentation.
- Build a good customer base in order to explore opportunities to cross-sell & up-sell, Obtain referral to further prospects where appropriate.
- Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document
- Adherence to company sales process and timely submission of various reports.
Age Limit: up to 35
Must Criteria: Should be having min 1 year of Life Insurance experience/ cross selling experience of Insurance sales /Banking/Financial Services sales experience
Qualification: Any Degree or Diploma 3 years.
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