Loyality channel ( direct channel)

Relationship Manager DIRECT CHENNAL

Job title :- Relationship Manager

Job Description :- Managing the life insurance sales through assigned .

Coordinating between Bank and company from Lead generation to policy conversion.

Deal with walking customers Sale them Life insurance policies. Managing the life insurance policies

Salary: Open for perfect candidate upto 4.00 LPA.

Key Responsibilities :

• Generate leads from in-branch lead generators, bank customer database walk in customers. Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the company's product range, gain customer agreement to purchase, accurately complete sales documentation.

• Build a good customer base in order to explore opportunities to cross-sell up-sell, Obtain referral to further prospects where appropriate.

• Responsible for sales completion by facilitating completion of medical reports ensuring prompt issue of policy document

• Adherence to company sales process and timely submission of various reports.

Interested candidate can share CV on [email protected]

contact number- 9081493737