Roles and Responsibilities
Handle the portfolio of existing clients/leads by company for life insurance & its various products like ULIPS, Retirement Plans etc
Pitch life insurance & retirement plans to the existing clients of the bank.
Manage the entire Banca Channel
Support bank staff in closure of leads
Access the need of the client to pitch the right products.
Desired Candidate Profile
Excellent communication skills in English language
Knowledge of completion products offered
Prior experience in managing clients.
Good understanding of Income tax structure, ULIP plans, Retirement plans, Pension Plans.
