• Building a strong relationship with the sales team of the channel partners (Bank/NBFC/MFI/Broker)
• Achieving your sales targets as per channel strategy and lead will be provided .
• Meeting prospective customers with channel sales team to sell insurance solutions
• Providing pre and post sales support (e.g. claim settlement)
• Ensuring quality of business and persistency (renewals of premium)
• Enabling channel sales team to use latest digital platforms
• Respond promptly and professionally to incoming customer inquiries in person, by telephone, or by email
• Maintain an updated knowledge of the organization's products, services, and customer service policies
• Document customer interactions when necessary, compiling documents and forwarding information to interested parties
• Explain simply and clearly in response to customer questions and check for customer understanding and acceptance
• Recommend new products or services or make suggestions for improvements by identifying relevant features and benefits
• Assist clients by demonstrating the use of goods and programs and answering any questions they may have
• Participate in training opportunities provided by the organization or by outside entities
• Establish and maintain good rapport with customers by using positive language and anticipating
Experience : 2 - 4 yrs of Banking experience Must have experience in Current Account or CASA. Responsibilities • The HNI (High Net worth individuals) relationship manager is accountable for a portfolio of High Net worth ...
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Job Description • Managing a Profit Centre – with profitability being the key result area through the acquisition of net worth accounts, enhancing NII income, transaction fees, generating revenue from third-party product...