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Sales Officer- Bancassurance / Broking

Sales Officer- Bancassurance / Broking

ConfidentialBengaluru / Bangalore
8 days ago
Job description
  • Leads will be generated from the assigned bank.
  • Cross-selling of various financial products to bank customers.
  • Customer business development and relationship management.
  • Employment will be under the payrolls of the insurance company.
  • Make appointments, explore customers' financial needs (life-related investments & insurance needs), select appropriate products, gain customer agreement to purchase, and complete sales documentation accurately.
  • Preference for candidates with experience in Life / Health / General Insurance.
  • Acquire customers using the bank's database, walk-ins, and generated prospects.
  • Responsible for sales completion by facilitating medical reports & ensuring prompt issuance of policy documents.
  • Explore opportunities to develop new markets / segments in line with company's sales strategy.
  • Support other Relationship Managers and bank sales team by coaching them on products, services, selling skills, accompanying them on client visits, and modeling relevant behavior.
  • Skills Required

    Sales, Insurance Sales, Life Insurance, Health Insurance, General Insurance, Cross Selling, Banking Sales, Bfsi, Relationship Management

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    Sales Officer • Bengaluru / Bangalore

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