Banking Officer

1 day ago


Kalpetta KL IN HRQuadrant Full time

Roles and Responsibilities Sell Life insurance to customers Collaborate with our banking partners to identify and engage with potential customers leveraging their existing client base and network to generate leads and referrals Build rapport and establish trust with customers through proactive communication needs analysis and personalized financial planning sessions Conduct regular follow-ups and reviews to deepen relationships address customer inquiries and provide ongoing support Present and promote the range of life insurance products and services to customers highlighting their features benefits and suitability based on individual financial goals and risk profiles Cross-sell and upsell additional products and services to maximize revenue opportunities and enhance customer value Educate customers on the importance of life insurance and financial planning empowering them to make informed decisions to protect their families and secure their financial future Stay updated on industry trends market developments and regulatory changes affecting the insurance sector incorporating relevant insights into sales practices and customer interactions We re looking for someone with Bachelor s degree in business administration marketing or related field MBA preferred Minimum 1 year of experience in sales preferably in the insurance industry with a proven track record of achieving targets Excellent communication negotiation and interpersonal skills with the ability to build rapport with diverse stakeholders Sound knowledge of insurance products sales techniques and market dynamics Job Types Full-time Permanent Pay 25 000 00 - 30 000 00 per month Benefits Health insurance Provident Fund Schedule Day shift Morning shift Supplemental Pay Performance bonus Yearly bonus Application Question s Is it your age under 30 Education Bachelor s Required Experience any sales 1 year Required Location Kalpetta Kerala Preferred Willingness to travel 75 Required Work Location In person


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