Hiring | Direct Channel -Ernakulam

Job title: - Financial Relationship Manager.

Location: - Thiruvananthapuram & Ernakulam

Key Responsibilities: -

• Coordinate and follow up on leads provided by the manager to drive sales growth and achieve business objectives.
• Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the company's product range, gain customer agreement to purchase, accurately complete sales documentation.
• Build a good customer base in order to explore opportunities to cross-sell & up-sell, Obtain referral to further prospects where appropriate.
• Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document
• Adherence to company sales process and timely submission of various reports.

Age Limit: up to 35

Qualification: Any Degree or Diploma 3 years