
Life Insurance
2 weeks ago
Exciting opportunity across India in Life insurance direct channel that is 100% lead based channel.
Role & responsibilities
- Establishing and strengthening relationship with the allocated customer base.
- Ensure retention of in his/her allocated Book of Relations (existing customer database).
- Act as single point of contact for customers for any customer query/complaint.
- Identify financial goals of customers and providing financial planning assistance.
- Competition Analysis for giving professional advice to customer
Fix self appointments everyday from the given customer database as per the campaign
Focus on cross-sell & up-sell opportunity in allocated customers.
Preferred candidate profile
years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
• Minimum 6 months exposure to Life Insurance
• Must own a conveyance
Perks and benefits
CTC up to 4 lacs + incentives
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