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BANCASSURANCE OFFICER(MEERUT, MUZAFFARNAGAR , SAHARANPUR)
Shivalik Mercantile Co-operative Bank Ltd.
Not Disclosed
1-6 Years
Full Time
IN
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Vacancy:
Not Disclosed
Posted:
3 years ago
Applicants:
0
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Job Description
Accept leads generated from in-branch lead generators as well as warm leads provided by the bank from the database as well as generate own leads.
Cross Sell/ Up-Sell:
Build a good customer base in order to explore opportunities to cross-sell & up-sell, Obtain referral to further prospects where appropriate.
Relationship Building:
Build long term relationship with the bank staff & clients by responding appropriately to all bank/client queries either directly received or forwarded by the service company.
Know all the branch managers, relationship managers & employees of all assigned branches on a personal level.
Customer Relationship Management:
Arrange meetings of banks branch managers & staff with existing clients at least once a year, acknowledging birthdays & anniversaries to review their financial circumstances & life insurance needs as well as to obtain referrals to further prospects.
After Sales Service:
Accept & follow up on suggestions, request & complaints received from clients, ensure claim requests are serviced
Responsible for the Life insurance business of different Banks which they have Tie-up with the company.
Noida, Lucknow, Meerut
Skills Required:
Life Insurance,IRDA
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