Manage sale through bancassurance channel with multiple branches of banks assigned. Achieve pre-set business targets by initiating 3 calls /day from the designated branches. Meet Customers of the Bank for Lead generated for insurance cross-selling. Work jointing with the Branch Manager on Business Implementation plan. Meet customers within and outside the Branch as when required to develop, agree and implement short term and long term plans to achieve sales targets.
. Obtaining referrals and writing proposals for bank customers.
Taking responsibility of the Cluster/region/zone, fulfilling leads of the area & prospecting new business from the assigned areas. Closing sale and following up on issuance. To maintain the desired persistency ratio
Experience Range: 1 - 2 years
Educational Qualifications: Any graduation,
Job Responsibilities: . Managing relationship with the branch managers and employees of the Bank.
Conduct various engagement activities for Bank Employees and Customers – initiated centrally or local.
. Involvement in work site activities (putting up stalls and making presentations in corporate.
Adhere to the customer touch-point engagement in order to service his portfolio. Login the forms at FGLI branch and ensure issuance.
Skills Required : Good Communication Skill, English and Regional Language Mandatory,
Candidate Attributes : Graduate 1-2 yrs Experience Good Communication Skill Age Group- 21-24 yrs Knowledgew of local language necessary
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.
Job Description :
To ensure customer service and support all operations. To create customer delight at every interaction.
Interacting with external customers and internal customers and addressing their queries, requests and complaints.
Committed TATs are met consistently
Complaints Management- addressing customer complaints at the branch, system updation, coordination with Sales/HUB/ other functions for resolution.
Refunds processing and dispatch
Undelivered policy documents tracking and management.
Maintenance of all files and registers.
New Business Processing:-
Handling end to end New business processing starting from creation of Client id,Case start up, New business login, Follow up for policy issuance, Quality Check
Follow up with HUB for policy issuance of pending cases