Work on assigned leads by the Bank and generate referral from every customer that visits the branch. Responsible for achieving Insurance premium targets through the sales distribution channels & delivery on retention targets. Excellent communication, interpersonal and selling skills. Strong problem solving skills and decision making ability Establishing & strengthening relationship with Bank branch manager & staffs to gain leads. Prospecting & meeting walk in customers of the Bank and conducting Quick Need Analysis. Provide support in Sales of Life Insurance business to bank customer sat bank branches across assigned locations. Managing the Banca sales through assigned Bank Branch The candidate has to handle tie-up banks To Close The leads Provided By the Company Handle the walk-in customer Do Cross Selling Products Responsible to handle all customers who walk in branch for service requests/query Generating the Leads and close the lead for New Business Persistency(revivals) with daily follow ups callings on daily basis Handling Video Calling service for NRI services Handled Branch Audits and Admin related issues Chat Process for Non Walk-in customer Service - Maintain all policy payments data (MIS)
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