Relationship Executive
Prime Folios Pvt . Pvt
Job details
Qualifications
Bachelor's (Preferred)
total work: 1 year (Preferred)
English (Preferred)
BenefitsPulled from the full job description
Full Job Description
PRIME FOLIOS PVT. LTD.
PFPL (Prime Folios Pvt Ltd) is one of the leading and bespoke finance and wealth management advisory. We believe in crafting noteworthy General insurance, life insurance, finance, and investment plans that ensure great ROI and assured returns.
JOB DESCRIPTION:
Hiring for Relationship Executive
Qualifications - Graduate or PG
- Fresher/Experience
- Competency in English
- Knowledge of MS Office
- Ability to negotiate and understand marketing skills
- Self-motivated and goal-oriented, desire to deliver results
- Ability to create and deliver presentations
- Fast learner and quick thinker
- Passionate about sales
Responsibilities for Relationship Executive
- Research and recommend prospects for new business opportunities.
- Exposure in Life Insurance, General Insurance
- Acquire clients by building a lead pipeline, liaising with Quotes team for competitive quotes, support negotiations with insurers, ensure timely premium payment and policy endorsements.
- Ensure smooth handover of client relationship and servicing needs to the retention team for renewals for next year.
- Research and analyze sales options.
- Build and maintain relationships with clients and prospects.
- Stay current with trends and competitors to identify improvements or recommend new products.
- Build and maintain professional networks.
- Identify potential opportunities and inform the sales team to follow up.
- Educate and inform clients about the company’s products, services and special offers.
Package - 20,000 to 25,000 + Incentive
Job Types: Full-time, Regular / Permanent, Fresher
Salary: ₹20,000.00 - ₹30,000.00 per month
Benefits:
- Cell phone reimbursement
- Health insurance
- Paid sick time
Schedule:
- Day shift
- Morning shift
Supplemental pay types:
- Commission pay
- Performance bonus
Ability to commute/relocate:
- Sector 63, Noida, Noida - 201003, Uttar Pradesh: Reliably commute or planning to relocate before starting work (Required)
Education:
- Bachelor's (Preferred)
Experience:
- total work: 1 year (Preferred)
Language:
- English (Preferred)
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