Key Responsibilities of a Canara HSBC Direct Channel Role:
Building Relationships: Establishing and maintaining strong relationships with potential and existing clients.
Sales: Selling Canara HSBC Life Insurance products and services.
Lead Generation: Identifying and generating new business opportunities through various channels, including networking, referrals, and market research.
Product Knowledge: Possessing a strong understanding of Canara HSBC Life Insurance products and services.
Customer Service: Providing excellent customer service and addressing client inquiries and concerns.
Compliance: Ensuring compliance with all relevant regulations and guidelines.
Achieving Sales Targets: Meeting or exceeding individual and team sales targets.
Skills and Qualifications:
Communication Skills
Strong verbal and written communication skills are essential for effectively interacting with clients and building relationships.
Sales Skills:
Experience in sales, particularly in the insurance industry, is a significant advantage.
Relationship-Building Skills:
The ability to build and maintain strong relationships with clients is crucial for long-term success.
Financial Literacy:
A basic understanding of financial concepts and products is helpful.
Customer Service Skills:
The ability to provide excellent customer service and resolve client inquiries is important.
Self-Motivation:
A strong sense of self-motivation and initiative is necessary for success in this role.