Immediate Hiring - Financial Relationship Manager -Direct Channel
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Job Description
Job title: -FinancialRelationship Manager -Direct Channel
Location: - Thiruvananthapuram,Ernakulam,Kozhikode
Key Responsibilities: -
- Coordinate and follow up on leads provided by the manager to drive sales growth and achieve business objectives.
- Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the company's product range, gain customer agreement to purchase, accurately complete sales documentation.
- Build a good customer base in order to explore opportunities to cross-sell & up-sell, Obtain referral to further prospects where appropriate.
- Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document
- Adherence to company sales process and timely submission of various reports.
Age Limit: up to 35
Qualification: Any Degree or Diploma 3 years
Skills
SalesFinancial Products SalesLife InsuranceBfsi SalesCredit Card SalesInsurance SalesMutual Funds SalesLoan SalesIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
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