Job Description
Branch Relationship Officer
Job Profile
• Work on assigned leads (given by Nationalize Banks) and generate referrals from every visit that's made to customer
• Achieve sales targets as assigned by the organization month-on-month basis
• Cross sell and up sales 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
(ref:updazz.com
Job Profile
• Work on assigned leads (given by Nationalize Banks) and generate referrals from every visit that's made to customer
• Achieve sales targets as assigned by the organization month-on-month basis
• Cross sell and up sales 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
(ref:updazz.com
💡 Quick Summary
Seeking a career-building opportunity? The Branch Relationship Officer | Life Insurance position is now open for candidates interested in the Bank Jobs sector. This role in Chennai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
