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26/09 Jitendra Lakhwani
Co - Founder at Mantras2Success.com

Views:3 Applications:2 Rec. Actions:Recruiter Actions:0

Key Relationship Associate - Sales - Insurance (2-6 yrs)

Ahmedabad/Gujarat Job Code: 345766

Budget : Up To 4.80 LPA

Description :


We need a candidate from any insurance or broking company who knows all insurance products. Present RM or agency manager kind of profile will do. We require a person who can maintain good relations with our all-new and existing brokers/agents. Should have decent communication and leadership skills.

- Identifies prospective clients through leads and referrals.

- Schedules client meetings.

- Performs follow-up calls as needed.

- Advises on insurance coverage.

- Conducts periodic policy reviews.

- Prepares insurance proposals.

- Generate new business by contacting potential customers.

- Sell, solicit, differentiate and negotiate insurance plans that match the needs of your assigned or prospective customers' portfolio.

- Breed productive relationships to create a pool of prospective clients from various sources by networking, cold calling, using referrals etc.

- Proven working experience as an Insurance Agent or relevant experience

- Experience in delivering client-focused solutions and in creating long-lasting relationships

Company Profile :

The company started in 2002 is one of the leading financial management company with expertise in investment management, financial planning, retirement planning, Life Insurance, Vehicle Insurance, Mutual Funds, Bonds, Home Insurance, PMS (Portfolio Management Services), Group Insurance, Health Insurance, Industrial Insurance, Critical Care Insurance and Home Loan. With the base expanded of 3000 families, NRI, professionals, and many renowned business houses.

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