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Senior Channel Sales Manager Financial InstitutionsTATA • Surat, Tamil Nadu, India
Senior Channel Sales Manager Financial Institutions

Senior Channel Sales Manager Financial Institutions

TATA • Surat, Tamil Nadu, India
10 days ago
Job description

Business Development

  • Acquire new clients through referrals networking and direct sales activities.
  • Generate business across General Insurance and Health Insurance products.
  • Identify customer insurance needs and propose appropriate risk solutions.
  • Achieve monthly and annual premium targets.

Client Relationship Management

  • Build and maintain strong relationships with existing clients.
  • Conduct regular client meetings and portfolio reviews.
  • Ensure high levels of customer satisfaction and retention.

Insurance Advisory

  • Analyze client risk exposure and recommend suitable insurance coverage.
  • Compare products from multiple insurers and provide the best solutions.
  • Assist clients in policy selection renewal and endorsement activities.

Policy Placement & Servicing

  • Coordinate with insurance companies for quotations underwriting approvals and policy issuance.
  • Ensure timely policy documentation and renewal follow-ups.
  • Support clients during claim intimation and settlement processes.

Compliance & Documentation

  • Ensure compliance with IRDAI regulations and company policies.
  • Maintain accurate client records and documentation.
  • Prepare MIS and business reports as required.

Required Experience:

Manager


Employment Type : Full Time
Experience: years
Vacancy: 1

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Senior Channel Sales Manager Financial Institutions • Surat, Tamil Nadu, India

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