To be a part of prestigious organization where I can apply my knowledge of Communication & Management Skills, Report generation, Project Analysis and career development and to build and nurture long lasting relationship.
1. Meet walk-in customers.
2. Assess their insurance needs.
3. Evaluate their financial worth.
4. Offer products that best suit their requirement.
5. Set appointments for meeting with bank's client through phone to discuss their life insurance needs and offer them suitable insurance solutions.
6. Manage corporate level relationships with existing clients & Build new relations.
7. Provide personalize services to the customers with smile, patience & respectful way.
8. Build healthy professional relationships with bank's personnel including branch manager, operational manager and account opening officer.
9. Fair understanding, knowledge and hands on experience of banking operations.