Insurance Solutions Specialist

2 weeks ago

Chennai, Tamil Nadu, India beBeeInvestment Full time ₹ 10,00,000 - ₹ 20,00,000
Investment Management Role

Nuvama Wealth Management is a leading wealth and asset management firm with Assets under Advisory of over ₹ 2,00,000 cr.

Job Overview

The role involves managing and selling insurance products to clients through our channels. You will provide expertise in insurance solutions, assist clients in choosing appropriate insurance policies, and ensure compliance with regulatory standards.

Key Responsibilities
  • Collaborate closely with existing Relationship Managers across Nuvama Wealth to drive the insurance business, products, and strategies.
  • Promote and sell insurance products to existing and potential customers through relationship managers mapped to you.
  • Achieve sales targets and contribute to the Line of Business overall targets with self and team.
  • Identify and develop new business opportunities through networking and referrals.
Client Needs Assessment
  • Assess clients' insurance needs and provide suitable recommendations.
  • Explain insurance policies and coverage options to clients clearly and effectively.
  • Assist clients with the application process and ensure proper documentation.
Customer Support
  • Provide exceptional customer service and support to clients regarding their insurance policies.
  • Address client inquiries and resolve any issues or concerns related to insurance products.
  • Conduct regular follow-ups with clients to ensure satisfaction and retention.
Compliance and Record Keeping
  • Ensure all insurance transactions comply with company regulations and policies.
  • Maintain accurate records of sales and client interactions in the company system.
  • Stay updated with changes in insurance laws and regulations.
Professional Development
  • Participate in ongoing training programs to stay current with industry trends and product knowledge.
  • Share best practices and knowledge with team members to improve overall performance.
Requirements

We are looking for candidates with:

  • Bachelor's degree in finance, business administration, or a related field.
  • Proven experience in sales, preferably in the banking or insurance industry.
  • Strong knowledge of insurance products and services.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.

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