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