Senior Financial Professional

7 days ago


Tirur, Kerala, India beBeeFinancial Full time ₹ 2,50,000 - ₹ 3,00,000

Job Title: Banking Associate

We are seeking a highly motivated and results-driven banking professional to join our sales team. As a key member, you will be responsible for generating leads and engaging customers in partnership with our network of bank branches.

  • Key Responsibilities:
  • Build strong customer relationships through proactive communication and personalized financial planning
  • Conduct client meetings and follow-ups to promote suitable life insurance products
  • Educate customers on life insurance benefits and financial planning strategies
  • Cross-sell and upsell insurance and financial products based on customer needs
  • Stay informed on market trends and industry updates
  • Maintain high standards of customer service and achieve monthly quarterly sales targets

Requirements:

  • Bachelor's degree in any stream
  • Minimum 1 year of experience in sales or banking
  • Strong communication, negotiation, and interpersonal skills
  • Knowledge of life insurance products, financial planning, and market dynamics


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