· Lead generation at the time of account opening/service call being made to the customer · Establishing & strengthening relationship with Cluster head & staff to gain mindshare from them on protection and Annuity · Involvement in work site activities (putting up stalls and making presentations in corporate. · Working, engaging and connecting with HNI clients for one on one selling · Closing sale and following up on issuance. · Increasing bank’s customer awareness about Life Insurance solutions and achieve the targeted penetration on Annuity and protection · Drive effectively the Reward and recognition programs launched for the bank staff. · Train the bank staff regularly on Annuity and Protection plan
Motivate to Bank Employees for Related life/health insurance products And Generating leads through bank walk-in. customers and getting leads from bankEmployees. Converting those leads Based on customer. Requirements Doing joint calls with bank employees. Leads will be given company. Banking sales experience will also preferred. Localites preferred.
KEY RESPONSIBILITIES: ∙Lead generation at the time of account opening/service call being made to the customer ∙Establishing & strengthening relationship with Cluster head & staff to gain mindshare from them on protection and Annuity ∙Involvement in work site activities (putting up stalls and making presentations in corporate. ∙Working, engaging and connecting with HNI clients for one on one selling ∙Closing sale and following up on issuance. ∙Increasing bank’s customer awareness about Life Insurance solutions and achieve the targeted penetration on Annuity and protection ∙Drive effectively the Reward and recognition programs launched for the bank staff. ∙Train the bank staff regularly on Annuity and Protection plan ∙Business Leakage including cancellations Key Skill: ∙Knowledge of the insurance sector, regulations applicable to insurance sector and the companies and competitor’s product ∙Excellent communication, interpersonal and selling skill ∙Strong problem-solving skills and decision-making ability