We are seeking a proactive Sales Officer to join a Life Insurance Company. The ideal candidate will be responsible for cross-selling various financial products to bank customers, building relationships, and acquiring new clients. This role requires a minimum of 1 year of sales experience, preferably in the BFSI (Banking, Financial Services, and Insurance) sector.
Roles and Responsibilities
Sales and Business Development:
* Generate leads from an assigned bank.
* Cross-sell financial products to bank customers.
* Acquire new customers by utilizing the bank's database, foot traffic, and generated prospects.
* Make appointments, explore customer financial needs, and select appropriate products to meet those needs.
* Ensure the timely completion of sales by facilitating medical reports and the prompt issuance of policy documents.
* Explore opportunities to develop new markets and segments.
Relationship Management:
* Build and maintain strong relationships with bank customers.
* Support other Relationship Managers and the bank's sales team by providing coaching on company knowledge, products, and services.
Skills Required
* A minimum of 1 year of sales experience in any of the insurance channels.
* Experience in insurance or BFSI is mandatory.
* Must be a graduate.
* A good track record and employment stability are essential.
* Experience in sales verticals like banking, pharma, retail, and telecom is also preferred.
Skills Required
Sales, Insurance, Business Development, Relationship Management, Financial Products