Financial Services Manager

Location

Visakhapatnam | India

Job description

1. To sell insurance policies by generating leads though retail distribution model and serving existing customers or leads that are received from the channel, apart from sourcing business

Roles Responsibilities

1. Increase the top of funnel by driving period BTL activates, generating referral form prospect customers to generate a bigger prospect base.
2. Maximize virtual connects with the qualified prospects using various digital platforms along with other social media platforms.
3. Adopt need based selling (Tailor make recommendation based on customer s profile) and assist and coordinate with customers to facilitate smooth policy insurance.
4. Rigorous and timely follow - up on all prospects that are in work in progress stage.
5. Update prospect information and track performance on lead management system (LMS) / VYMO
6. Ensure that all procedural requirement for policy issuance are complete and correct.
7. Track polices that have been logged in the branch to ensure speedy insurance to provide correct and complete information on products to all customers to show transparency.

Job tags

Salary