1 - 4 years
1 - 3 Lacs
Lucknow, Gwalior, Patna
Posted:3 months ago|
Platform:
Work from Office
Full Time
Exciting opportunity across India in Life insurance direct channel that is 100% lead based channel. Role & responsibilities Establishing and strengthening relationship with the allocated customer base. Ensure retention of in his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self appointments everyday from the given customer database as per the campaign Focus on cross-sell & up-sell opportunity in allocated customers. Preferred candidate profile 1.5 - 2 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. • Minimum 6 months exposure to Life Insurance • Must own a conveyance Perks and benefits CTC up to 4 lacs + incentives
Wego Consultants
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