Urgent | Hiring for Banca Channel - Life @ Mspire Ventures

Job Description

JOB SUMMARY

Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company.

KEY RESPONSIBILITIES

Service through relationship management

Establishing and strengthening relationship with the allocated customer base.
Ensure retention of his/her allocated Book of Relations (existing customer database).
Act as single point of contact for customers for any customer walk-in/query/complaint.
Identify financial goals of customers and providing financial planning assistance.
Competition Analysis for giving professional advice to customer
Fix self-appointments every day from the given customer database as per the campaign

Sales

Focus on cross-sell & up-sell opportunity in allocated customers and walk-ins

DESIRED QUALIFICATIONS AND EXPERIENCE

Graduate with 1 - 3 years experience in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
Minimum 6 months exposure to Life Insurance
Age Bracket: 25-32 years
Must own a conveyance

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Keyskills:   direct channel sales insurance sales cross selling life insurance banking sales bancassurance sales casa sales branch banking