Insurance Sales Officer

1 years

1 - 0 Lacs

Posted:18 hours ago| Platform: SimplyHired logo

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Skills Required

Work Mode

On-site

Job Type

Full Time

Job Description

  • Meet customers to sell all financial products
  • Meet & counsel Walk -in ; DSA customers who have been referred to him / her by Bank
  • Influence customers to buy FD who have no prior Bank Deposit relationship.
  • Ensure proper customer profiling on each call / customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options.
  • Obtain appropriate documents / information from the client and ensure the forms are duly completed before logging the sale.
  • Communicate the necessary details to the customers for the products being bought by them.
  • Ensure sale is completed through / in line with the defined sales process.
  • Maintain product mix across types of loans / value of loans ( Eqt, Housing, etc) and appropriate open market share for all products ( PAR / ULIP / Non Par).
  • Co-ordinate for all claims processing (with the help of TM/ ASM/ Coordinators / SM representatives).
  • Closely monitor the HL data of the HL executives mapped to maximize the business opportunities.
  • Ensure maximum joint calls with each HL executive mapped.
  • Ensure that all reports are created and maintained in a timely manner (DSR, Sales Dairy, etc.)
  • Ensure that all documents are properly scanned and there is no mistakes while lead updation in the system.

Male Candidate prefer!!!

with own two wheelers

Job Type: Full-time

Pay: ₹13,278.12 - ₹25,000.00 per month

Ability to commute/relocate:

  • Trichy, Tamil Nadu: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

  • Do you have Bike?

Education:

  • Bachelor's (Required)

Experience:

  • total work: 1 year (Preferred)

Willingness to travel:

  • 50% (Preferred)

Work Location: In person

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