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Relationship Manager Bancassurance
ConfidentialGurgaon / Gurugram17 days ago
Job descriptionAge 32 yr Max 1-3 year Experience Preferably from Bancassurance or Banking with insurance as cross sales product. Can be look from NBCFs or Broking companies. Must not be a frequent job changer Must have a decent personality with good communication skills
Role & responsibilities
- Identify & conduct daily sales calls for financial planning sessions with clients
- Acquire customers and generate the targeted amount of premium
- Deliver Complete Product Information to Customers
- Monitor & fulfill prospect and customer leads provided by the company for new business or cross 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 of all S&D and financial KPI defined for the role
- Ensure adhere to the defined sales process, AML & KYC guidelines, code of conduct & rules of the company
Preferred candidate profile
Skills Required
Banca, BFSI Sales, Life Insurance
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Relationship Manager • Gurgaon / Gurugram