Relationship Manager
Ageas Federal Life Insurance
Key Responsibiliies:-
· Generate leads from in-branch lead generators, bank customer database & walk in customers.
· Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the company’s product range, gain customer agreement to purchase, accurately complete sales documentation.
· Build a good customer base in order to explore opportunities to cross-sell & up-sell, Obtain referral to further prospects where appropriate.
· Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document
· Adherence to company sales process and timely submission of various reports.