Key Skills :

 Experience: Prior banking or sales experience is preferred.

 Excellent interpersonal and communication skills are necessary for forging lasting bonds with clients.
 Sales Skills: Effective marketing and sales of banking goods require strong sales and negotiating abilities.
 Customer-Centric: A strategy that prioritizes delivering outstanding customer service.
 Understanding of a variety of banking products, such as savings accounts, credit cards, loans, and investment goods.
 Knowledge of regulatory requirements: It's advantageous to be familiar with banking regulations and compliance standards.
 Goal-oriented: Capable of establishing, achieving, and maintaining performance benchmarks for sales.
 Flexibility to adjust to shifting consumer demands and market conditions.
 Team Player: Willingness to collaborate with coworkers and advance the goals of the team.

Key Responsibilities:

 Building a strong relationship with the sales team of the channel partners
(Bank/NBFC/MFI/Broker)
 Achieving your sales targets as per channel strategy
 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

Candidate Preference:

1. Good Communication Skills

2. Ability to convince and influence others
3. Strong interpersonal skills and relationship management
4. Goal orientation despite pressures and setbacks
5. Willing to Travel in the designated region / city
6. Local Language preferred

Generate leads through your team and by cold calling prospective customers

ROLES & Responsibilities:

 Experience in handling home loans Loan against property ,Business loan ,personal loan

 To source open market business too and achieve the targets assigned

 To be completely aware of the products being offered by the Banks And Nbfc.
 To ensure proper customer profiling on each call / customer visit, to identify and
understand his/her needs and accordingly recommend investment and Insurance options

 Relationship building with the Executives to which he is mapped and to ensure joint calls

 To build a relationship with the customer so that he/ she is able to cross sell other product
offering basis the need of the customer, thereby managing the entire account of customer.

 To be in sync and work together with the partner representatives

 Understanding the joint ownership of the customer at the time of servicing etc

 To ensure timely renewal of the business sourced

 To always be well groomed and his sales kit should be organized and complete

 To maintain company first attitude and be respectful in attitude towards other fellow
colleagues, seniors, partners etc.