Jobs In Sri Lanka

Employer:
Industry: Customer Service, Marketing & PR, Telecommunications
Location: India

Job Description:

Reporting to Business Development Manager
Location: Chennai
Function: Sales
No of people reporting: -NA-

KEY PURPOSE:

To uncover and explain the need for LIFE INSURANCE products to customers and sell the appropriate product and amount of ‘protection’ and ‘savings’ plans to them

KEY RESPONSIBILITIES

– Search, identify & conduct daily sales calls for financial planning sessions with clients
– Acquire customers and generate the targeted amount of premium
– Deliver Complete Product Information to Customers
– Monitor & fulfill prospect and customer leads provided by the company for new business or cross sell opportunity
– Cross sell and upsell products to existing customers & build portfolios
– Manage the relationship with customers to ensure persistence & renewals
– Ensure adherence to all sales systems, operational, underwriting, compliance guidelines & ensure accurate data capture
– Ensure the delivery of all S&D and financial KPI defined for the role
– Ensure adhere to the defined sales process, AML & KYC guidelines, code of conduct & rules of the company
– Report and highlight any violation of sales, compliance, HR guidelines to superiors

Key Critical Competencies:

– Communication & Presentation Skills
– Interpersonal Skills
– Result & Achievement Oriented
– Customer & Service Orientation
– Initiative & Self direction
– Numerical Ability & Logical Reasoning
– Planning & Execution
– Role Modeling Brand Values

KEY SKILLS/KNOWLEDGE:

– Relationship Management

Profile:

– B.Sc. / Engg. / B.Com. Graduates (Male & Female)/MBA/ Post Graduates from reputed institutes with academic background.

Preferred Industry –

– Financial Services – MNC Banks (Liabilities, Mortgages), Broking Firms,
Corporate Agencies and DST’s of MNC Banks, Insurance Cos

Years of experience:

– 1-3 years (Post Graduates)
– 2– 4yrs (Graduates)