Financial Services Manager

gclife

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On-site
Lead generation through retail distribution
Serving existing customers and leads
Need-based selling and policy assistance
Increase the top of funnel by driving period BTL activates, generating referral form prospect customers to generate a bigger prospect base

Job Summary

  • Increase the top of funnel by driving period BTL activates, generating referral form prospect customers to generate a bigger prospect base.
  • Maximize virtual connects with the qualified prospects using various digital platforms along with other social media platforms.
  • Provide correct and complete information on products to all customers to show transparency.

Matching Summary

Increase the top of funnel by driving period BTL activates, generating referral form prospect customers to generate a bigger prospect base.

Skills & Requirements

Must-have

  • Lead generation through retail distribution
  • Serving existing customers and leads
  • Need-based selling and policy assistance
  • Rigorous follow-up on prospects
  • Updating prospect information on LMS/VYMO
  • Ensuring procedural requirements for policy issuance

Nice-to-have

  • Comfortable working with digital platforms
  • Strong active listening skills
  • Coordination skills
  • Time management skills

Key Requirements

  • Minimum Graduate
  • 3-6 years work experience
  • Minimum 6 months experience in life insurance sales management / retail bank distribution / co-operative bank and channel management / DSA relationship

Work Rights

Not specified

Tailored Resume

Cover Letter