Banking Officer

Role & responsibilities

• Proactively engage with potential customers through various direct marketing channels such as telephone calls, emails, SMS, and social media platforms to generate leads and promote life insurance products.
• Present and explain the features, benefits, and value proposition of life insurance products and services, addressing customer concerns and objections effectively to close sales.
• Identify and target customer segments and market niches in Tamil Nadu with high potential for life insurance sales, leveraging data analytics, market research, and customer profiling techniques.
• Develop and implement strategic prospecting plans and campaigns to generate new leads, referrals, and sales opportunities, expanding the customer base.
• Build and maintain a pipeline of qualified leads and prospects, ensuring timely follow-ups and conversion of sales.
• Conduct regular customer reviews to assess their changing needs, provide recommendations, and cross-sell/up-sell supplementary products and services.
• Meet or exceed individual sales targets, revenue goals, and key performance indicators (KPIs).
• Participate in sales meetings, training sessions, and performance reviews to enhance product knowledge and sales skills.

Preferred candidate profile

• Educational Qualification: Any degree (Bachelors degree in any discipline).
• At least 1 year of sales experience, preferably in the insurance industry, with a proven track record of achieving sales targets.
• Excellent communication, negotiation, and interpersonal skills.
• Proficiency in Tamil and English to interact effectively with the local customer base.
• Sound knowledge of insurance products, sales techniques, and market trends.
• Ability to build rapport with diverse stakeholders and maintain long-term customer relationships

Perks and benefits

• Attractive salary package with performance-based incentives.
• Opportunity for career growth and advancement within the organization.
• Comprehensive training programs to enhance product knowledge and professional skills.
• Medical insurance and other employee welfare benefits.
• Flexible working environment with a focus on work-life balance