
Canara Hsbc Life Insurance co,ltd
Designation- RO
ctc-upto 3.5
Key responsibilities
Drive sales: Achieve monthly, quarterly, and annual sales targets for life insurance products.
Build relationships: Develop and maintain strong working relationships with bank managers and staff.
Customer engagement: Conduct walk-ins at the bank to identify needs and provide life insurance solutions.
Product training: Conduct regular training sessions for bank employees to enhance their knowledge of insurance products and sales techniques.
Lead generation and management: Generate leads through bank databases, customer walk-ins, and joint calls with bank employees.
After-sales support: Provide after-sales service, including assistance with claims and handling customer grievances.
Reporting: Track sales performance, extract required reports, and coordinate between the bank and the insurance company.
Regulatory compliance: Ensure all activities comply with company policies and industry regulations