Client Solutions Manager

3 days ago

Gwalior, Madhya Pradesh, India beBeeBancassurance Full time ₹ 1,50,000 - ₹ 28,00,000
Relationship Associate Job Description

As a Relationship Associate in Bancassurance, you will play a vital role in building and maintaining strong relationships with bank customers. Your primary responsibility will be to establish and maintain trust with clients, understanding their insurance needs and providing personalized solutions based on individual requirements.

Key Responsibilities:
  • Customer Relationship Management: You will engage with customers to understand their insurance needs, provide information about available insurance products, and offer tailored solutions based on their preferences.
  • Insurance Product Knowledge: Develop a comprehensive understanding of the insurance products offered by the bank, including life insurance, health insurance, general insurance, and other relevant insurance solutions.
  • Sales and Cross-Selling: Actively promote and sell insurance products to bank customers, identifying cross-selling opportunities by analyzing customer profiles and financial needs.
  • Needs Analysis and Solution Design: Conduct needs analysis for customers to determine their insurance requirements, assessing their risk profile, financial goals, and coverage needs.
  • Documentation and Application Processing: Assist customers with the completion of insurance application forms and related documentation, ensuring accuracy and completeness of information provided.
  • Customer Service and Support: Provide ongoing customer service and support, addressing inquiries, claims processing, and policy servicing requirements.
Required Skills and Qualifications:
  • Excellent communication and interpersonal skills.
  • Ability to build rapport with customers and understand their needs.
  • Strong analytical and problem-solving skills.
  • Knowledge of insurance products and services.
  • Proficiency in sales and customer service principles.
Benefits:

This role offers a unique opportunity to work in a dynamic banking environment, where you can develop your skills and knowledge while making a real difference in people's lives.

Others:

We are committed to creating a diverse and inclusive workplace culture that values and respects our employees' backgrounds, experiences, and perspectives.

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