Driving Sale of Insurance through Agents and Advisors. Agent Recruitment and Activation. Co-ordinating with Underwriting / Claims / Support Team. Maintaining Excellent Customer Relationship. Should have Strong Product Knowledge and thorough understanding of the local market. Should possess Good Interpersonal and relationship maangement Skills Should be open to Travelling Should be High on integrity and ...
and competitor and customer analysisanalyze data to identify sales opportunitiesdevelop promotional ideas and materialattend trade meetings and industry conventionscultivate effective business relationships with executive decision makers in key accountsEducation and Experiencebusiness degree or related
* Coordinates/Owns account plans for commercial accounts in the account planning process. * Focuses on deals/opportunities and value and/or volume portfolio management, and selling a range of company products and solutions. * Uses specialty to leverage existing opportunities
with the generated leads to cross sell different financial products including life insurance, general insurance, mutual funds,fixed deposits etc.Training for the same shall be provided by the company.Skills:Sales & acquisition experience, Customer Service/Relationship, Relationship
1. Designation - Regional Sales Manager (second line manager) Age - Maximum 48 Therapeutic Segment - General HQ - Pune Area Coverage - Maharashtra CTC - Upto 6.50 L p.a. 2. Designation - Regional Sales Manager (second line manager) Age - Maximum 48 Therapeutic Segment - General HQ - Delhi Area
Source SME applications directly and through DSAs, Leads and other channels. Ensure the files are processed from login stage to disbursement. Continuously follow up with internal departments (Operations and Credit) for completion. Prepare daily sales reports and provide the information to supervisors in a timely manner. Engage with existing customers to ensure repeat business and/or referrals. Maintain ...
with the Channels Partners Relationship. Manager and ensure the business targets and Productivity targets are met effectively. Working closely with RMs in providing excellent and differentiated customer service. Ensuring timely issuance of policies by providing support in resolving all pending etc. Keep all
Managing the High Net Worth customers of the Bank Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships. Profiling Customers and provide financial products to meet customer needs Ensuring the highest levels of service
sell opportunity Cross sell and upsell products to existing customers & build portfolios Manage the relationship with customers to ensure persistency & renewals Ensure adherence to all sales systems, operational, underwriting, compliance guidelines & ensure accurate data capture Ensure the delivery
to internal sales process & other compliance standards *Providing Timely Reports to the supervisors as per the requirements. Desired Candidate Profile *Graduate, Post Graduate would be an added advantage *Minimum 2 Years of Experience in Banking/Insurance Sales- Banca/ Relationship Management *Good
-Responsible for developing new clients and ensuring consistent flow of new revenue for the company. -Set appointments and personally meet with prospects, conducts in depth dialogue and develops a positive business relationship built on mutual trust. -Partners across the firm to utilize appropriate