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Relationship Officer - Canara HSBC life insurance

Relationship Officer - Canara HSBC life insurance

Jobsnta

1 - 5 years

2 - 4 Lacs

thrissur kerala

Posted:23 hours ago| Platform: Foundit logo

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Skills Required

insurance bfsi sales sales

Work Mode

On-site

Job Type

Full Time

Job Description

Job Responsibilities:

Customer Relationship Management

Build and maintain strong relationships with existing clients, ensuring high levels of satisfaction.
Act as a point of contact for clients, answering their inquiries and addressing concerns.
Develop a thorough understanding of client needs to offer personalized insurance solutions.

Sales and Business Development

Promote life insurance products and services to potential clients.
Achieve sales targets by generating new business and retaining existing clients.
Conduct regular follow-ups with prospects to close sales and enhance business growth.

Policy Administration

Assist clients with policy renewals, updates, and claims.
Provide accurate policy details and explain the terms and conditions to clients.
Ensure timely submission of documents and premiums.

Market Analysis

Identify potential market opportunities and target segments for growth.
Stay updated with industry trends, competitor offerings, and emerging market opportunities.

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