About the opportunity
Job Overview
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<ul><li><span>Cross sell new Life Insurance plans from the existing matured clients. Convert maturity customers into repeat buyers, improving retention ratios.</span><span style="font-family:Nunito;"></span></li></ul> <ul><li><span>Identify opportunities to offer new insurance products, such as retirement plans, savings plans, child plans, annuities, or investment-linked products.</span></li></ul>
<ul><li><span>Assess customer needs and financial goals to recommend suitable policies.</span></li></ul>
<ul><li><span>Maintain and track the maturity pipeline for the assigned region/branches.</span></li></ul>
<ul><li><span>Act as a single point of contact for maturity customers to ensure smooth service.</span></li></ul>
<ul><li><span>Prepare</span><span> daily/weekly/monthly reports on maturity cases, conversions, and revenue generated.</span></li></ul> <ul><li><span>We are looking for candidates with a minimum of 1+ year of experience in banking sales, broking, or related financial services, with strong communication and sales skills.</span></li></ul>
<ul><li><span>Preference will be given to candidates with NRI Banking experience, as a significant portion of the customer base comprises NRI clients.</span></li></ul>