Expert Insurance Solutions Developer

13 hours ago

Solapur, Maharashtra, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 10,00,000

Professionals who excel in this role will work closely with our Relationship Managers to develop and sell insurance solutions tailored to the needs of our affluent clients.

We are seeking a skilled Investment Manager to join our team, focusing on delivering exceptional client experiences and growing our insurance business.

  • As a key member of our IC channel team, you will be responsible for assessing clients' insurance needs and providing expert recommendations.

The ideal candidate will have a proven track record in sales, preferably within the banking or insurance industry, and a strong understanding of insurance products and services.

Key responsibilities include:

  • Sales and Business Development: Work closely with our RMs to drive the growth of our insurance business, promoting and selling insurance products to existing and potential customers.
  • Client Consultation: Assess clients' insurance needs and provide suitable recommendations, explaining policies and coverage options clearly and effectively.

Our successful candidate will possess excellent communication and interpersonal skills, with the ability to work independently and as part of a team.

Qualifications include:

  • Bachelor's degree in finance, business administration, or a related field.
  • Minimum 5 years of experience in life insurance sector.

Functional competencies include:

  • Full-time position, typically within standard office hours.
  • May require occasional travel outside the present location to meet clients or attend training sessions.
  • Office-based with some flexibility to work outside the main office, depending on company policies.

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