फील्ड सेल्स ऑफिसर

Canara Hsbc Life Insurance Company

Des : Field Relationship Officer

Ctc :5.5 To 6 LPA

Key responsibilities:

• Customer Service and Relationship Management: Act as the single point of contact for customer queries, complaints, and service needs to ensure customer satisfaction and retention.

• Sales and Cross-selling: Identify opportunities to cross-sell or up-sell additional insurance products to existing customers based on their financial goals.

• Lead Generation: Generate appointments by contacting existing customers from a provided database of "Book of Relations" (BoR).

• Financial Planning: Provide financial planning assistance by understanding customer needs and recommending suitable products.

• Performance Management: Meet and exceed sales targets for premium collection, case rate, and customer retention.

• Compliance: Adhere to all company rules and regulations regarding sales, compliance, and customer service. 

Key skills and qualifications

• Strong interpersonal and communication skills.

• Sales and negotiation skills.

• Knowledge of insurance products and services.

• Ability to analyze market trends and customer needs.

• Experience in building and managing customer relationships. 

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