Relationship Officer - Canara Bank - Kerala Locations

Skywings Advisors Private Limited

Hiring For Banca assurance channel -LIFE INSURANCE CHANNEL

Only Apply who is having LIFE EXPERIENCE :- INSURANCE Sales

Sales: 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 customers financial needs in life-related investment and

insurance needs areas, select appropriate product to meet these needs from the

companys product range, gain customer agreement to purchase, accurately complete

sales documentation.

2. Incentive programs: Cascade the incentive programs & ensure complete success

in implementation of the same

3. Sales completion process: Responsible for sales completion by facilitating

completion of medical reports & ensuring prompt issue of policy document

4. New markets/segments: Explore opportunities to develop new markets/ segments

in line with company sales strategy from time to time

5. Cross Sell/ Up-Sell: Build a good customer base in order to explore opportunities

to cross-sell & up-sell, Obtain referral to further prospects where appropriate.

6. Relationship Building:

Build long term relationship with the bank staff & clients by responding

appropriately to all bank/client queries either directly received or forwarded by the

service company.

Know all the branch managers, relationship managers & employees of all assigned

branches on a personal level..

Interested candidate for Banca assurance channel -Life Insurance experienced candidate in BFSI - BANKING , FINANCIAL SERVICES & INSURANCE DEPARTMENT .

Regards

Roshni

• Experience

  1 - 7 Years

• No. of Openings

  8

• Education

  Any Bachelor Degree

• Role

  Relationship Officer

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office