Recruiter at TekPillar Services Pvt Ltd
Views:4 Applications:7 Rec. Actions:Recruiter Actions:0
Agency Manager - Sales - BFSI (2-4 yrs)
Roles and responsibilities :
- 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 appropriate product to meet these needs from the company's product range, gain customer agreement to purchase, accurately complete sales documentation.
Incentive programs : Cascade the incentive programs & ensure complete success in implementation of the same
Sales completion process : Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document
New markets/segments : Explore opportunities to develop new markets/ segments in line with company sales strategy from time to time
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.
- 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.
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
