Company- CANARA HSBC OBC Life Insurance
Position- RO/CBM
Vertical- Bancassurance
Location- Delhi NCR
Experience required- 1yr to 10yr (For CBM need Team / Branch handle experience )
CTC - Maximum 4.5LPA + (Incentives)
Qualification- Graduation Age: 33 maximum
BFSI Sales Experience, Life insurance prefer
If you are interested Please connect on given no. or share your Resume on given Mail'ID
Parul Manish Jain - 911806101
Parul Manish Jain - 911806101
Mparul.jain@gmail.com
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Job description
Work on assigned leads (given by Nationalized Banks) and generate referrals from every visit that's made to customer - Achieve sales targets as assigned by the organization month-on-month basis - Cross-sell and up sales Life Insurance products based on the life cycle needs of the customers and as defined by the organization. - Meeting the customers to solicit insurance products based on appointments in the course of daily activities - Ensure that a comprehensive financial need analysis of customers is done and provide insurance solutions based on analysis - Strict adherence to the organization's policies and processes. - Provide accurate forecasts, updates, and requested reports to reporting manager accept leads generated from in-branch lead generators as well as warm.
leads provided by the bank from the database as well as generate own leads. Make appointments, explore the customer's financial needs in life-related investment and insurance needs areas, select the appropriate product to meet these needs from the company's product range, gain customer agreement to purchase, accurately complete.
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