Financial Services Expert

7 days ago

Kolkata Jamshedpur Patna, India beBeeCustomerRelationship Full time US$ 60,000 - US$ 1,20,000
Job Description

A bancassurance professional plays a pivotal role in providing banking and insurance services to customers. This involves consultation to understand the customers' financial needs and recommend the best products that align with their requirements.

  • Analyzing customer needs and identifying opportunities for cross-selling.
  • Explaining banking and insurance products and processes to customers.
  • Assisting customers in selecting the most suitable financial products.
  • Knowledge of banking and insurance policies to offer tailored solutions.
  • Building customer relationships and providing exceptional after-sales service.
  • Enhancing customer satisfaction and achieving sales targets.
Key Responsibilities:
  • Develop and execute strategies to improve customer engagement and retention.
  • Provide expert advice on banking and insurance products to ensure customers make informed decisions.
  • Collaborate with internal stakeholders to identify new business opportunities.
Requirements

To succeed in this role, you will need to possess excellent communication and interpersonal skills, as well as a deep understanding of banking and insurance products.

  • Education: Any Graduate
Benefits

This is a full-time permanent position offering a competitive salary and opportunities for career growth.

Industry Type: Insurance Department: BFSI, Investments & Trading Employment Type: Full Time, Permanent Role Category: Life Insurance Location: Kolkata, Howrah, Hoogly, Jharkhand, Bihar, Berhampore WB, Uttarpara, Uluberia, Haldia, Bardhman

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