4 - 9 years
5 - 9 Lacs
Posted:2 weeks ago|
Platform:
Work from Office
Full Time
1. Conduct outbound calls to HNI customers of the bank to pitch life insurance products such as term plans, ULIPs, endowment plans, and retirement solutions.
2. Understand the financial goals, risk appetite, and protection needs of HNI clients to offer customized insurance solutions.
3. Build a rapport and maintain long-term relationships with clients through consistent and professional communication.
4. Achieve daily, weekly, and monthly sales targets and conversion ratios.
5. Maintain accurate and up-to-date records of customer interactions, leads, and follow-ups in CRM systems.
6. Collaborate with bank relationship managers and insurance partners to ensure seamless service and policy issuance.
7. Stay informed about product features, regulatory changes, and market trends in the life insurance sector.
Handle objections, resolve queries, and ensure smooth post-sales experience for clients
Canara HSBC Life Insurance Company
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