HR Business Partner at StepUpFind
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Relationship Manager - Banca Channel - Life Insurance (1-12 yrs)
Job Responsibilities:
-Work on assigned leads (given by the Co-operative Banks) and generate referrals from every visit thats made to customer
- Achieve sales targets as assigned by the organization month-on-month basis
- Cross sell and up sell Life Insurance products based on the life cycle needs of the customers and as defined by the organization.
- Meeting the customers to solicit insurance products based on appointments in the course of daily activities
- Ensure that a comprehensive financial need analysis of customers is done and provide insurance solutions based on analysis
- Strict adherence to organizations policies and processes.
- Provide accurate forecasts, updates and requested reports to reporting manager
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
