Job Description
Job Description
Fix customer appointments and visit potential customers for new business.
Make the customer understand the various benefits available in the plan & check whether
it meets the customer's requirements.
Self-sourcing of customer leads from own natural market to sell Life Insurance products.
Customer Leads when provided are to be called and fix appointments for sales visits and convert
the lead to sales.
Cross-sell/upsell products.
Assuring that the business targets are met as per the goal sheet given.
Key Skills
• Experienced.
• Direct Channel
• Bancassurance
Industry
Banking / Financial Services / Stock Broking
Functional Area
Financial Services / Banking, Investments / Insurance / stock market / Loan
Qualification
Any Bachelor Degree
About The People Operations
We are specialize in recruitment companies, Human Resources Services and career advisor.
Fix customer appointments and visit potential customers for new business.
Make the customer understand the various benefits available in the plan & check whether
it meets the customer's requirements.
Self-sourcing of customer leads from own natural market to sell Life Insurance products.
Customer Leads when provided are to be called and fix appointments for sales visits and convert
the lead to sales.
Cross-sell/upsell products.
Assuring that the business targets are met as per the goal sheet given.
Key Skills
• Experienced.
• Direct Channel
• Bancassurance
Industry
Banking / Financial Services / Stock Broking
Functional Area
Financial Services / Banking, Investments / Insurance / stock market / Loan
Qualification
Any Bachelor Degree
About The People Operations
We are specialize in recruitment companies, Human Resources Services and career advisor.
💡 Quick Summary
Seeking a career-building opportunity? The Premier Relationship Manager position is now open for candidates interested in the Bank Jobs sector. This role in Jaipur 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.
