Customers acquisition through resource utilization of banks database, foot falls, generated prospects.
Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the companys product range, gain customer agreement to purchase, accurately complete sales documentation.
Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document.
Explore opportunities to develop new markets/ segments in line with company sales strategy from time to time.
Build a good customer base in order to explore opportunities to cross-sell & up-sell, Obtain referral to further prospects where appropriate.
Build long term relationship with the bank staff & clients by responding appropriately to all bank/client queries either directly received or forwarded by the service company.
Support other Relationship Managers and the bank sales team where requested by the sales manager by coaching them in company knowledge, products, services & selling skills, accompanying them on client visits & modeling relevant behavior.
Desired Candidate Profile
UG – Any Graduate – Any Specialization
PG – Any Postgraduate – Any Specialization
Doctorate – Any Doctorate – Any Specialization
Knowldge and proficency of local language is must.
Minimum 6 months of expereince from the releavant industry is prefereble.
Knowledge of insurance products and servces is an added advantage.
IDBI Federal Life Insurance Co Ltd is a joint-venture of IDBI Bank, India’s premier development and commercial bank, Federal Bank, one of India’s leading private sector banks and Ageas, a multinational insurance giant based out of Europe. In this venture, IDBI Bank owns 48% equity while Federal Bank and Ageas own 26% equity each. At IDBI Federal, we endeavor to deliver products that provide value and convenience to the customer. Through a continuous process of innovation in product and service delivery we intend to deliver world-class wealth management, protection and retirement solutions to Indian customers. Having started in March 2008, in just five months of inception we became one of the fastest growing new insurance companies to garner Rs 100 Cr in premiums. The company offers its services through a vast nationwide network of 2,186 partner bank branches of IDBI Bank and Federal Bank in addition to a sizeable network of advisors and partners.
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