Relationship Associate
Neha Sharma · Chennai · onsite · Posted 1d ago
About a minute. You'll make an account on the way through.
About this role
-Role & responsibilities:
Banca Channel:-
-Manage the assigned bank branch and achieve life insurance sales targets through the banca channel.
-Coordinate with bank staff, work on customer leads/data, and promote suitable insurance products.
-Conduct regular field visits to meet customers, understand their requirements, and generate business.
-Follow up with customers and bank leads while consistently achieving monthly sales targets.
-Conduct customer visits whenever required, including visiting the customers place along with the RM to support meetings and close the business.
Direct Channel:-
-Cold calling, Identify and approach potential customers
-Meet prospective clients and understand their requirements
-Present products/services and explain key benefits, financial planning
-Follow up with leads and convert prospects into customers
-Maintain strong client relationships and ensure customer satisfaction
-Achieve monthly sales targets and maintain sales reports
-Conduct customer visits whenever required, including visiting the customers place.
Preferred candidate profile
Sourced from naukri