Cluster Investment Manager
- Unity Small Finance
- 5 - 8 years
- Kolhapur
- 2 months ago
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Job Description
Role & responsibilities
- Giving sound financial advisory services and customer support to clients.
- Handling Unity Branches & supporting branch staffs to close the leads.
- Keeping In and out knowledge of the products.
- Create proper comparison of similar products in other companies.
- Create and manage an effective Sales Tracker to measure and manage their activity levels.
- Generate new business to achieve defined sales and revenue targets.
- Continuously improve the quality of sale and key sales ratios by attending the trainings arranged for them, if required.
- Providing timely MIS as required relating to the various aspects of the business-applied, business lead generation, Issued business, product mix, lapsation etc.
- Conduct a credit report on customers to find out what sort of insurance rates they can be given, explain to customers what sort of coverage they are getting, and what kind of monetary values the insurance company will payout in the event of damage to the insured.
- Ensuring complete customer satisfaction starting from the first payment of premium till the claim management.
- Liaising with Insurance Companys representatives on a regular basis.
- Ensure timely and accurate compliance to all statutory requirements. To check if all the required documents and forms are in place, wherever applicable.
Job Classification
Industry: InsuranceFunctional Area / Department: BFSI, Investments & Trading
Role Category: BFSI, Investments & Trading - Other
Role: BFSI, Investments & Trading - Other
Employement Type: Full time
Contact Details:
Company: Unity Small FinanceLocation(s): Kolhapur
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Keyskills: Sales Insurance General Insurance Life Insurance Non Life Insurance Health Insurance
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