Life Insurance -Customer advisory channel - 4 lacs

Exciting opportunity across India in Life insurance direct channel that is 100% lead based channel.

Role & responsibilities

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

• Focus on cross-sell & up-sell opportunity in allocated customers.

Preferred candidate profile

1.5 - 2 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.

• Minimum 6 months exposure to Life Insurance

• Must own a conveyance

Perks and benefits

CTC up to 4 lacs + incentives