Job Description
Job Description :
At all assigned candidate need to coordinate with bank staff with given territory and convert lead getting from them into the sales and maintain win-win situation.
- Establishing & strengthening relationship with Bank branch manager & staffs to gain leads
- Prospecting & meeting walk in customers of the Bank and conducting Quick Need Analysis
- Increasing bank's customer awareness about Life Insurance products and achieve the targeted penetration on cross sell within the branch's customer base.
- Creating awareness and motivate bank employees to recommend life insurance products to bank customers
- Delivering consistently on Goal Sheet parameters
- Ensure compliance to internal sales process & other defined sales & service standards
Performance goals & Indicators for the role
(Below are the key parameter only, new indicators may be added time to time)
- New Business leads
- Number of Policies Sales
- Done Renewal Premium (Persistency)
Candidate Requirements :
- Graduation - In any Stream
- Age - 21 to 38 years
- Good Communication Skills
- Good Leadership Skills
Interested Candidates can Directly share their CV on View phone number on updazz.com
We Do Not Charge any Money from Candidate
At all assigned candidate need to coordinate with bank staff with given territory and convert lead getting from them into the sales and maintain win-win situation.
- Establishing & strengthening relationship with Bank branch manager & staffs to gain leads
- Prospecting & meeting walk in customers of the Bank and conducting Quick Need Analysis
- Increasing bank's customer awareness about Life Insurance products and achieve the targeted penetration on cross sell within the branch's customer base.
- Creating awareness and motivate bank employees to recommend life insurance products to bank customers
- Delivering consistently on Goal Sheet parameters
- Ensure compliance to internal sales process & other defined sales & service standards
Performance goals & Indicators for the role
(Below are the key parameter only, new indicators may be added time to time)
- New Business leads
- Number of Policies Sales
- Done Renewal Premium (Persistency)
Candidate Requirements :
- Graduation - In any Stream
- Age - 21 to 38 years
- Good Communication Skills
- Good Leadership Skills
Interested Candidates can Directly share their CV on View phone number on updazz.com
We Do Not Charge any Money from Candidate
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Manager | Sales | Insurance position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai 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.