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Sales Operations

0.00 to 3.00 Years   Kolkata   09 Mar, 2021
Job LocationKolkata
EducationNot Mentioned
SalaryRs 1.5 - 4.0 Lakh/Yr
IndustryBanking / Financial Services
Functional AreaInvestment Banking / M&A,Sales / BD
EmploymentTypeFull-time

Job Description

PNB METLIFE INSURANCE AGENTRoles & Responsibilities :

  • Research and source potential clients and build long-term relationships with them
  • Persuade prospective clients to engage in a phone conversation and/or meeting to discuss insurance products
  • Advise clients on the insurance policies that best suit their needs
  • Customize insurance programs to suit individual clients
  • Deliver approved policies to new clients and explain benefits and risks of the policy
  • Re-assess the policy needs of existing clients after life-changing events
  • Fill-out and submit applications, issue quotes, maintain client records and prepare reports
  • Keep abreast of industry and market trends and best practices

Keyskills :
market trendsinsurancefilesurfinsurance salesinsurance marketingbanking operations

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