Insurance Portfolio Manager

6 days ago

Kanpur, Uttar Pradesh, India beBeeInvestment Full time ₹ 20,00,000 - ₹ 25,00,000

About This Role

We are seeking a seasoned Insurance Professional to join our team as an Investment Manager. In this critical position, you will be responsible for managing and selling insurance products to clients through various channels.

Your Key Responsibilities

  • Work closely with Relationship Managers to drive the insurance business and develop new opportunities.
  • Promote and sell insurance products to existing and potential customers.
  • Achieve sales targets and contribute to the overall business objectives.
  • Assess client needs and provide suitable insurance recommendations.
  • Explain insurance policies and coverage options clearly and effectively.

The Ideal Candidate

  • 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.

What We Offer

  • Opportunities for career growth and development.
  • A dynamic and supportive work environment.
  • The chance to make a meaningful impact on our clients' lives.

Functional Competencies

  1. Full-time position, typically within standard office hours.
  2. May require occasional travel outside the present location to meet clients or attend training sessions.

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