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Relationship Manager Life Insurance Company for Banca Channel

Keywords / Skills : BFSI, Banking Sales, Life Insurance Sales, Financial services, Investment banking, Capital market

2 - 4 years
Posted: 2019-09-05

Job Description
Responsibilities and Duties


Accept leads generated from Bank-branch lead generators as well as warm leads provided by the company from the database as well as generate own leads.
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.
Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document
Explore opportunities to develop new markets/ segments in line with company sales strategy from time to time
Build a good customer base in order to explore opportunities to cross-sell & up-sell, Obtain referral to further prospects where appropriate.
Build long term relationship with the clients by responding appropriately to all client queries either directly received or forwarded by the service company.
Arrange meetings of with existing clients at least once a year, acknowledging birthdays & anniversaries to review their financial circumstances & Insurance needs as well as to obtain referrals to further prospects.
Accept & follow up on suggestions, request & complaints received from clients, ensure claim requests are serviced
Proactively ensure performance review by submitting various sales reports as per agreed frequencies in order to ensure performance targets are achieved & exceeded, ensure meetings with manager to agree on targets & to review

About Company

HR Remedy India is a Pune based manpower recruitment and training firm with an aim to provide value aided service to employers with in-depth understanding of their requirements. We are working as a perfect bridge between employer and employee to fulfill their needs by placing a best suitable at place. We associate responsibilities to talent.
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