to the respective team leader/Branch Manager on the meetings. * Understanding customer needs and providing service accordingly. * Conducting road-shows in Corporate areas and Big Mall etc. * Door to Door meetings with customers ...
RM will have to recruit agents and sell insurance policies through agents also to sell insurance policies through NBFC-Tieups.They shall train and develop agents with latest information in insurance field and on insurance products so that agents may promote the insurance products to others and sell
the relationship between internal team and channel partner so as to Foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner Provide all possible support to the channel partner as a face of parent company Effectively execute all Marketing activities
Candidate incumbent would be Generating sales leads. Candidate must have 2 years of experience in bancassurance or experience in selling life insurance. Should be a graduate. * Should have proper knowledge about the insurance Industry. * Should have experience in life insurance selling. * Good communication skills. * willing to travel
Candidate incumbent would be Generating sales leads. Candidate must have 2 years of experience in bancassurance or experience in selling life insurance. Should be a graduate. CTC Range 2.5 -3.5 Lacs. Candidate will manage multiple bank branches ...
and tailored Banking & Wealth management solutions 5. Work in close coordination with Service Delivery Ambassadors to deliver superior service to clients 6. Cross-sell Trade & Fx, Wealth, Insurance products to clients 7. Portfolio allocations, reviews & financial check-ups for each client according
Joint calls with sales force for product support Work actively with sales force to generate leads Ensure activation of sales force on a weekly, fortnightly, and monthly basis Drive productivity by right advising of life insurance solutions, bundling the offering Measure penetration across
or other relationship based selling role. We can also look at good sales guys from DST/Credit Card/Personal Loans/Home Loans/Broking or other BFSI companies Graduate with Field Sales / Direct Sales / Insurance Sales experience Good Communication Work towards Target Having a Two Wheeler to travel locally ...
to all allocated customers Adhere to the customer touch-point engagement in order to service his portfolio of customers. Maintaining the desired persistency rate Customer orientation & reporting/ (MIS): Implement and adhere to Need Based Selling Model. Adhere to Activity management framework advised
planning and asset allocation and accordingly advising clients on investment products and services like Mutual Funds, Insurance or PMS etc. Ensure highest levels of customer service to these HNI customers
Must have the ability to recruit and license Insurance advisors, drive the team of these advisors to generate business and expand the business. Achieve Advisor activation of 60% Should be adept at multi-tasking (handle SMO sales and operations on an on-going basis, if the need arises ...
positioning the Chola MS brand and growing the brand. Responsible for the smooth functioning of the SMO Excellent inter-personal skills Person expected to have high degree of credibility in the local market Must be adaptability and functional IT knowledge Other Responsibilities - Good Knowledge in office
Agency ) for minimum of 2 to 3 years. Got a promotion Should be a graduate with Agency Insurance Sales Experience of 2 to 3 ys Age less than 40 Graduate with 5 to 10 years for total experience Experience in Agency Insurance Sales with 2 to 3 yrs with promotions Preferred candidates from Life Insurance companies can apply for a Leading Health Insurance
targets for CASA, Fixed Deposits and loans, and achieve fee in terms of Mutual Funds, Gold etc. Maintain a healthy asset and liability book i.e., Journal Ledger growth Customer Service: a) Manage key branch relationships b) Ensure wait time within permissible limits as per segmental service
asset and liability book i.e., Journal Ledger growth Customer Service: a) Manage key branch relationships b) Ensure wait time within permissible limits as per segmental service approach c) Achieve customer service index scores target d) Ensuring no escalations at branch and complaint handling
of financial advisors on commission basis. 2. Provide them for training regarding the products. 3. Identifying the prospective customers. 4. Make them aware of the role. 5. Handling the advisors to work. 6. Motivating them to generate the business. Job Profile for Relationship Manager : 1.Directly interacting recruitment for life insurencecompanies