Bancassurance Specialist Universal Life High Net worth clients

 The primary function of this role is to achieve the following:To provide an expert support for Insurance product, to all the designated RMs and ensure product delivery through partnering in joint calls with RMs, enhancing RM effectiveness and demonstrating intellectual engagement with customers. 1. Prepares month beginning pipeline of potential clients after taking inputs from all the RM’s 2. Discuss the customer profiles with respective RMs and help explore and advise on opportunities to sell the relevant Insurance products to them 3. Review calls outcomes with RMs and discuss alternate plans Read more […]

March 30, 2010 • Tags: , • Posted in: Financial • Comments Off on Bancassurance Specialist Universal Life High Net worth clients