Associate Bancassurance

2 weeks ago

Borivali Mumbai Maharashtra, India Opt4Solution Private Limited Full time

1. Visiting to the tie-up banks.

2. Checking the loan disbursement files given by the banks.

3. Based on the leads received / generated customer s product needs to be analysis.

4. Providing policy quotation to the banks.

5. Proposal form filling after the agreement of the quotations and all required documents need to collected.

6. Handing over the proposal form to the operations dept for policy issuance.

7. Coordination with the operations team for policy issuance.

8. Attending to customer's queries visiting the partnered banks on regular basis and maintain relationship with the bank staff.

9. Provide end to end solutions to Banca partners thereby ensuring that service level commitments are met

10.Responsible for achieving the top line targets thru banca partners

**Salary**: Up to ₹180,000.00 per year

Schedule:

- Day shift

**Education**:

- Bachelor's (preferred)

**Experience**:

- Bancassurance: 2 years (preferred)
- Sales: 3 years (preferred)

**Speak with the employer**
+91 7738751139

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