Relationship Officer

Bharti AXA Life Insurance

1 - 3 years

2 - 3 Lacs

noida

Posted:19 hours ago| Platform:

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Skills Required

lead generation marketing strategy communication skills sales life insurance sales strategy

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

Increase top of the funnel by driving periodic BTL activities to generate the prospect base through natural market, RD support & corporate worksites
To contact the qualified prospects’ on an ongoing basis to maximize face-to-face meetings with the prospects
Adopt a need-based selling approach (basis the Financial Needs Analysis), catering to the customer’s profile and his/ her needs
Rigorous & timely follow-up on all prospects that are in the work-in-progress stage
Update & enrich prospect information in the Leads Management System(LMS)/VYMO
Track performance at all times in the LMS/VYMO & strive to maximize process efficiency (i.e. meetings %, prospect-conversion %)
Generate referrals from prospects/ customers and build own pipeline and increase the size of the funnel
Assist & coordinate with the customers for the medical formalities, collection of documents etc. to facilitate smooth policy issuance

Preferred candidate profile

Selling skills
Negotiation and networking skills
Good communication skills
0-3 years of sales experience (RE: Fresher/RO: 0-2 yrs/SRO: > 2yrs)

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